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Personal Finance

Investment Chart




Our Personal Finance Solutions

Personal Finance Clients receive a non-biased viewpoint to encourage conversations within the family about the state of their financial situations.  Whether it’s creating a spending plan, plans to help reduce debt, talk investing strategies, or planning for retirement, we do not sell any products so there is no sales pitch ingrained in our services.

Every Client has a different need.  With any financial service, there is no one-size fits all solution. We approach each client as an individual and work to tailor solutions to fit your needs and wants. If I feel that I can’t help, I’ll refer you in other directions. The initial consultations are free. There is no obligation to continue services.

Personal Tax Clients are not necessarily Business Clients. You will receive a detailed list of needed documentation, as well as an in-depth discussion of your needs, i.e. what type of taxes need to be filed, schedules, withholding amounts, etc. Tax services are not included in the free consultation.
All Personal Finance Clients will have access to the secure Client Portal so that the exchange of information is protected.  Contact us today to get started!

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