Most advisors aren't willing or able to give tax advice. I incorporate careful tax minimization planning into all aspects of my services. I also offer full tax preparation services for individuals and businesses because the plan is only as effective as its implementation.

I am "fee-only," which means I don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, I charge a flat annual fee that is NOT a percentage of the size of your investable assets. This method greatly reduces conflicts of interest.

In addition to having relevant education, professional and academic experience, I have obtained industry designations focused on tax-efficient financial planning & investment management:

• CFP® - CERTIFIED FINANCIAL PLANNER®

• EA - IRS Enrolled Agent

Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, I am regulated solely as a fiduciary. This means I am ALWAYS required to act in YOUR best interest.

I am a standalone company not affiliated with any banks, brokerages or insurance companies. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations.

I don't have a corner office downtown. I don't have a flashy marketing campaign. I'm not looking to 10x my business. I invest my time and money to provide the best possible service for my clients at a competitive rate.