Home

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and business acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

In order to service our clients more effectively, we have expanded our practice to include "financial services". We now have the ability to offer mutual funds, life insurance, and a whole host of other investment products to our clients.

Thank you for visiting our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.

We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed:

FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.

CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise.

NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.

FINANCIAL TOOLS - To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.

LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.

Access your files with our secure, online document sharing application. Click here to enter your username and password.
Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain / loss data for the preparation of your tax return. Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.