• Investment Strategy & Management
  We are independent, fee-only advisors; we advise, we don't sell.
  
  

  ·       Social Security & Retirement Income Strategies
  Income analysis and planning; social security claiming strategies.

  ·       Income Tax Planning & Preparation
  Hate the frustration and uncertainty in taxes? 

Business Financial Services

• We Do Your Bookkeeping
  All your bookkeeping needs, done by professionals.
  
  
  
• 401(k) & IRA Retirement Plan Administration
  All your bookkeeping needs, done by professionals.
  
  
  
• We Can Handle Your Payroll
  All your bookkeeping needs, done by professionals.
  
  
  

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