Planning That Fits Your Life
Whether you're preparing for retirement, protecting your family, or getting your finances in order, I'll explain your options in plain English and help you take the next step.
Your first call is always free, and pricing is discussed on the call.
Retirement & Insurance Planning
Understand your pension, retirement accounts and Social Security options, and protect your family with life insurance and annuities.
I focus on fixed and fixed indexed annuities, which protect your principal from market downturns: in a down year, your account is credited 0% instead of a loss. Guarantees are based on the claims-paying ability of the issuing insurance company, and surrender charges may apply to early withdrawals.
Bookkeeping & Budgeting
Monthly bookkeeping in QuickBooks, cleanup of past records, and help building a budget that fits your goals.
Referral reward: When someone you refer books a free bookkeeping, budgeting or tax consultation, you'll get $5 off your next month of bookkeeping or budgeting services. If you're a tax prep client, you'll get a $5 gift card instead. There's no limit on referrals.
Tax Preparation
Individual and small-business tax returns, prepared carefully and filed electronically, with secure document upload.
Ready to Get Started?
Send a message below or book your free call, and we'll talk through your options together. Please don't include Social Security or account numbers.