Fiduciary, Fee-Only Planning
Achieve What True Wealth Means to You.
Serving Individuals and Families
Since 2004
Fee-Only
Fiduciaries
CFP®, CPA, EA, ChFC®, CFA, PFS
Advanced Designations
Services
Bring clarity to your finances.
Comprehensive Financial Planning
Every journey requires a trusted guide.
Investment Management
You’ve worked hard for your money.
Make it work for you.
Life Event
Planning
Decisions you make today will shape your future.
How We Help
Guiding you through every stage of your financial journey.
- 1. Building a Financial Foundation
Setting yourself up for success - 2. Optimizing Your Wealth
Streamlining your financial life and planning for what’s ahead - 3. Enjoying Financial Freedom
Making the most of your non-working years - 4. Creating a Legacy
Providing wealth for the younger generation
You want to get started on a solid financial footing and avoid any money missteps.
- Comprehensive financial plan
- Tax review and planning
- Investment portfolio guidance and management
- Retirement contribution guidance
- Debt payoff strategies, including student and business loans
Your finances are strong – but complex. You could use a strategic partner to manage and optimize the various moving parts of your financial picture.
- Strategic tax planning
- Equity compensation strategies
- Education funding and planning
- (Mega) Backdoor Roth strategy
- Job change analysis and guidance
- Real estate investing and rental property analysis
You want to balance your desire to live life to its fullest during your non-working years while ensuring you have enough wealth to carry you through.
- Vacation or rental home analysis
- Required minimum distribution (RMD) planning
- Planning for an international retirement
- Health insurance and Medicare strategies
- Roth conversion analysis
- How to invest an inheritance or windfall
Seeking tax-efficient ways to transmit wealth to the next generation, or subsequent generation.
- Strategic tax planning
- Business succession planning
- Tax professionals and estate attorney recommendations
- Charitable giving
- Gift planning
- Review of potential trust options
The individual investor should act consistently as an investor and not as a speculator.
Ben Graham
Experts
Meet Your Team
Our dedicated team is here to help simplify your financial journey, working to support you at every step.
Milad Taghehchian
Chris Cyndecki
Daphne Jordan
Ian Tennant
Nicole Renaux
April Busby
Anthony Guzman
Shirley Sanchez
Angella Welcome
Iza Picazo
Kallie Eichelmann
Blog
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Contact Us
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Let’s begin the conversation. Tell us more about how we can help you make progress on your financial journey.
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