Our Services

  • Investments - Long-Term, specializing in professional managed diversified portfolios implemented as:
    • Regular Non-Qualified (non-retirement) investments, designed for individuals, joint, Trusts, and Educational Savings Programs
    • Retirement (Qualified Investments) - IRAs, Roth IRAs, SIMPLE, SEP, 401(k), 403(b), Profit Sharing, Defined Benefit
    • Alternative Investments such as:  Real Estate, Energy (Oil & Gas)
  • Financial Planning & Analysis - We prefer to analyze our client's financial situations to ensure that we understand their complex financial lives.  To try to minimize your risks and to ensure you are on the right track to achieve your goals.  We use professional level, integrated, year-by-year financial planning and analysis software that allows us to understand your "Accumulation Phase" and "Retirement Phase" of your financial life.
  • Tax Return Preparation -- Taxes are important to your future financial success and very often, people pay too much in taxes that could otherwise be used to build their wealth.  We use professional tax return preparation software that is integrated and allows our tax returns to be e-filed.
    • Personal Tax Returns
      • Individual / Joint / Children
      • Trusts
    • Business Tax Returns
      • Sole-Proprietor
      • Limited Liability Companies (LLC)
      • Partnerships
      • Corporations
    • Out-of-State
  • Estate Planning - Being a Ceritifed Financial Planner® and an Enrolled Agent with the IRS, Bob is trained in the area of Estate Planning.  However, only an attorney can prepare legal documents that allow you to specify how your situation should be handled in case of death or incapacitation.  Therefore, Bob uses a local estate planning attorney that he recommends to clients.  Caution:  Only use a trained Estate Planning Attorney -- Bob considers Estate Planning the most complex of all the financial planning areas.