Trusted Advisors providing a single source for all of your financial solutions

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to managing your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind tax planning, tax preparation, insurance (life and disability), investment management, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of total wealth management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

The firm provides traditional tax services to over 900 individual clients and over 300 business entities. Industries including health care professionals, veterinarians, residential and commercial contractors, retail stores and restaurants, real estate agents, real estate investors, mortgage brokers, software engineers, property management companies are a few of the areas of specialty.

The firm is also active in its community and provides bookkeeping and tax services to many of the local charities.
Calculators

Car Affordability

How much can you afford to pay for a car?

Lease Payment

How much would your monthly lease payment be?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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