Our Services

Tax Preparation & Planning

Most families pay too much tax simply because they do not know the rules. Rely on our tax expertise to minimize your tax bill. This can be a key factor in achieving your long-term financial goals.

Investment Management

We offer full service investing. You choose whether you want a fee-based or commission-based approach. We can help you decide which is best for you. Our investment recommendations are compatible with Dave Ramsey’s general recommendations and we are comfortable helping you through Dave Ramsey’s baby steps on your path to financial freedom.

Life Insurance

We specialize in low cost term life insurance. We check rates from several highly rated insurers and find the best deal available. We help you determine your life insurance needs and look at the big picture of your personal financial and family situation. Call for a free quote. We can also help you evaluate existing policies to determine if they are your best option.

This firm is not a CPA firm