Tax & Retirement Solutions

Would you like one-on-one accounting, tax and financial retirement advice from an experienced Accountant and Retirement Planner who cares? Welcome to my practice. We offer a full range of Tax and Retirement planning solutions at affordable fees. Questions about Roth IRA conversions? 401(k) rollovers? IRA distribution planning? Zero Market Risk Investments? Self-directed IRA’s?  Give us a call.
We’re flexible. We’re friendly. We’re professional.  And perhaps most of all, we listen.

Call us for a complimentary, no cost, no-obligation, initial consultation.
Member : American Institute of Certified Public Accountants, International Association of Registered Financial Consultants, Society of Certified Senior Advisors.

Helping our Clients Retire Younger, Richer!!

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