In the early years, the practice was all about taxes. In 1998, our services expanded. I became licensed as an investment Advisor Representative, and began investing for my tax clients, and the friends, family, and colleagues they referred to me. Since the passage of the Tax Cuts and Jobs Act of 2017, which severely reduced taxpayers’ ability to deduct many traditional expenses, I realized I could provide more benefits to my clients by helping them address their financial planning needs, in addition to their taxes.

Our process, on both the tax and financial planning sides, starts with educating our clients. On the tax side, we start by educating them on what’s important to track, and how to organize themselves throughout the year, to track the important numbers and documents that will contribute to them paying their lowest legal tax bill. The financial planning process starts with fact-finding. Education and discussion, planning and decision-making, investment guidance, and performance monitoring, and continuing conversation, make it work well for the long haul. When necessary or appropriate, we help our clients connect with other professionals, such as Estate Attorneys and Insurance specialists, to fully realize their plans.