People, Firm, Ethics, and CyberSecurity
Competency and Experience
Certified Financial Planner, CFP
Registered Business Consultant, RBC
Credentials help establish credibility. However, the final call will not hang just on completed education. Instead, report users look to appropriately researched facts, independent reasoning, and objective common sense results in credibility.
Over 35 years make a difference.
Introducing Our Firm and Fees
Coordinating personal and business financial planning goals is our primary benefit to our clients.
Is your business supporting your personal financial goals?
As a Certified Financial Planner, CFP I know the personal side, and as a Board Certified Business Appraiser, BCBA and Registered Business Consultant, RBC I know the business side.
Ethics and Values Commitment
Values are the regard that something is held to deserve; the importance, worth, or usefulness of something.
We believe that the
1. Business valuation process will fairly answer every business question you have, or will have
2. Certified Financial Planning process will truly address your personal planning needs