All engagements are based upon your specific circumstances and concerns. Initial consultations up to 30 minutes without charge or obligation.

Financial Planning Services

  • Establishing a financial plan
  • Children's education planning
  • Retirement planning
  • Cash budgeting and management
  • Estate planning

Tax Planning and Return Preparation

  • Income tax reduction strategies
  • Estate tax and planning strategies
  • Electronic filing for speedy refunds

IRS Nuisance Mail Protection and Representation

Retirement Planning and Management

  • Comprehensive evaluation of your requirements
  • Risk assessment
  • Tax advantaged strategies
  • Pension and IRA strategies
  • Specializing in asset diversification
  • Continual service & review

Other Services

  • Advice on starting a business
  • Legal referral for document preparation and contract review
  • Notarization

Professional Fees

Fees for my services are dependent on the time required to adequately address the issues involved in the engagement. The only thing standard is the hourly rate of $250.00. My experience has proven that working on an annual retainer basis is the fairest arrangement. The annual minimum for 2008 is $1,000.00. Paying a quarterly amount of $250.00 enables you to receive top shelf services within your budget. Since it is not always possible to know upfront what will be encountered during our relationship constant communication is a key component of success. You won't receive a bill for talking with your advisor.

I pledge to be honest, fair and strive to deliver value beyond the payments you make to me. That is my commitment. You make the call. If you are committed to making an improvement you can count on me.

e-mail: toll: (602)973-6303 toll-free: 1(877)973-6303