Overview

We are a full service financial services firm. Almost 30 years experience as a CPA with a Masters in Taxation. We work with high income/net worth clients with a concentration of Physicians. In addition, a licensed CFP, both life/health/variable annuity and property & casualty insurance licenses. We cover all forms of insurance, tax planning, tax compliance, accounting, and most of investment business is fee based working with retired or close to retirement clients

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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