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Our Values

Why do we do what we do?

  • We like being able to help people realize their dreams.
  • We think clients are searching for how to distinguish one advisor from another.
  • We believe clients deserve prompt and straightforward answers to their questions presented in language they can understand.
  • We believe that most clients are in desperate need of the services we offer.
  • We believe that a CPA financial advisor is in the best position to help a client with their financial concerns.

How do we do what we do?

  • Identify what the client needs.
  • Establish goals with the client.
  • Develop a financial plan and investment strategy.
  • Implement the plan.
  • Monitor the plan and how the client is progressing towards their goals.
  • Report results on a periodic basis and discuss with the client.
  • Periodically adjust the plan and goals as life changes occur.
  • Strive to exceed the client’s expectations in every phase of our relationship.
  • The process is known as Sustainable Income Planning & Solutions.

Who have we done it for?

  • Single women – divorced, widowed or unmarried
  • Retirees or near retirees
  • Clients who appreciate our advice and implement it
  • Clients with similar values to ours
  • Clients who recognize the real value we provide – peace of mind, honest feedback, a partnering attitude and objective, tax-sensitive advice

How are we different?

  • We love what we do and are eager to learn more – we continue to seek deeper knowledge in our chosen profession
  • Our CPA training and consultative approach establish trust with our clients quickly
  • We strive to always exceed our clients’ expectations
  • We have a deep knowledge of taxes and incorporate that knowledge into the solutions we recommend to clients
  • We treat our clients with respect and let them know we appreciate our relationship

Why should you do business with us?

  • We maintain a steadfast commitment to help you achieve your financial goals in life.
  • You can be confident that we always have your best interests at heart.
  • We are easy to work with.
  • Together, we have over 69 years of experience helping our clients with financial matters.
  • We care about you and the promises you want to keep to your family and loved ones.
  • We offer a truly comprehensive service – not empty promises.
  • We focus on the quality of service we provide.
  • We compete on value, not price.
  • We will tell you what we think is best for you, not what you want to hear.
  • We listen to what you say.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (484) 266-0416