Who We Are


"Our Constitution is an actual operation and everything appears to promise that it will last: but in this world nothing can be said to be certain but death and taxes."    
Benjamin Franklin

Though Benjamin Franklin died over 200 years ago, his famous quote still resonates today. Taxes, to be sure, are a specific area of the financial plan that should be reviewed closely. The income, estate, business, and capital gains taxes, have created a whole industry based on the collection and proper transfer of taxes to the government. Though we are not accountants or CPA’s we help our clients with tax strategies and work with the proper tax professionals to help in the most efficient transfer of wealth. From an investment and tax standpoint we are in a critical period in which many important decisions should be made. For instance, would it be wise to convert your Traditional IRA to a Roth IRA? If you pass away, will the estate tax play a role in preventing your loved ones from inheriting their full benefit? Our goal when it comes to proper tax planning is to review the options available, while utilizing your tax professional and laying out a comprehensive tax strategy to help you reach your goals.