Our Approach
As a father and son team, we bring a multi-generational perspective and approach to our planning. The foundation has been laid by David having owned and operated his CPA practice. It provided him a broad knowledge of tax related matters as well as honing his overall financial acumen. We pride ourselves in being able to dissect even the more complicated financial subjects and explain them in a way so our clients always feel informed and an active part in their financial decisions and future. We work from checklists that have been developed for every area of the financial house: Financial Planning, Investments, Tax, Risk Management/Insurance and Estate Planning.
