Why are we different than many of our competitors? We are Certified Public Accountants and Personal Financial Specialists.
Holding all financial designations allows us to tailor a financial plan for our clients that looks at their specific needs and financial objectives. As we are sure you are aware, if an individual asks his stockbroker for tax advice, the stockbroker must refer him to his CPA; the same goes with their insurance agent. Since we are CPAs that hold the necessary security and insurance licenses, we can help our clients with comprehensive financial advice.