I prefer to take a proactive — not reactive — approach to your taxes. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my clients with the expertise that they deserve — all year.
Cash Flow/Retirement Planning
Understanding your financial health can help you sleep better! My individualized approach to cash flow planning starts with evaluating your assets & liabilities, identifying your spending habits, then estimating your future income/expenses. I develop a projection by year to determine how long your assets will last.
Until COVID-19 is under control, our office is open by appointment only. We are still working as usual and eagerly await the day when it will be safe to open our doors again. Thank you for understanding!