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!!