Our clients are successful, hardworking people who want to optimize their wealth and need a simple way to make it happen. They have busy lives and want assistance minimizing their tax burden and capitalizing on opportunities. Our professional capabilities as both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ give us the unique ability to provide comprehensive tax and financial planning services for clients in a broad range of industries.
We specialize in holistic tax planning and wealth management for the following types of clients:
- Estates & Trusts
- High Net Worth Individuals and Families
- Agricultural Industry Professionals
- Real Estate Investors
- Construction Industry Professionals