Welcome to our web site. In addition to providing a profile of our firm and the many services we offer, this web site has been designed to become a useful resource to clients and visitors.
Financial Tools Page is filled with helpful calculators that provide quick answers to questions involving savings, spending and debt. These tools are not a substitute for the assistance we provide as your Financial Planner, but rather a starting point when you are considering certain financial issues. Our goal is to provide the tools, information, and service that will help you make more informed financial decisions.
Articles includes various articles on such topics as taxation and general business matters. We hope you find these articles informative. Because the topics we cover are general in nature, you should contact us to discuss your particular situation before acting upon any information.
Links & Partners is a listing of some of our favorite places on the Web. We have also placed links to the Websites of several business professionals that we work with and trust. If you have any suggestions for additions to our links page, please let me know.
“THIS WEBSITE IS CURRENTLY UNDER CONSTRUCTION/REVISION. PLEASE SPEAK WITH AN ADVISOR BEFORE ACTING UPON INFORMATION CONTAINED HEREIN AS INFORMATION MAY NOT BE ACCURATE FOR OR APPLICABLE TO YOUR SPECIFIC SITUATION”