With nearly 30 years experience in portfolio management, tax planning, estate planning, risk analysis, accounting, trust administration, and all else financial; clients have an advantage. Client portfolios are invested and coordinated according to their unique situations. Certified Public Accountant (CPA) credentials and extensive tax preparation experience allows for a more thoughtful and reasoned approach to improving tax efficiency. Extensive estate planning experience helps ensure accounts, allocations, designations, etc., are properly aligned with estate planning goals and actual documents. Risk analysis helps to ensure assets and income are adequately protected.
Your various financial affairs should be coordinated in a thoughtful, reasoned, and prudent manner.