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Tax Planning

We have always prided ourselves on our ability to provide our clients with excellent customer service, comprehensive retirement planning, and timely, research based investment management. To compliment these programs, in 2015 we added Tax Planning Services to our menu of client offerings.

Many of our clients have asked for this service to help simplify their financial life, to streamline the coordination and communication between their advisor and tax preparer, and to give them on convenient location for all their financial needs. With the assistance of our Certified Public Accountant (CPA), Rick Martin and our Customer Service Associate, Audrey Ackerson, our office has the knowledge and experience to fill this request.

To set your initial meeting with a representative from our team, please contact our office for more information. We look forward to working with you.