Overview

During the end of 2015 we established our RIA. Our firm offers comprehensive, holistic, financial planning and subsequent implementation through tailored portfolios, tax analysis and preparation, and quarterbacking estate planning. The practice is located in a college town and approx. 1/3 of the working population works for the university or the city government (not often ideal clients as work plans are captive). Another 1/3 are students. The remaining 1/3 are a mix of professionals and business owners. Here, our office has established itself in the community as one of the best firms to work with.

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