Specialties
Our firm specializes in full service, comprehensive financial planning, investment management and tax planning. We have a special emphasis on tax planning and the impact taxes have on all aspects of financial planning. Tax laws have changed drastically in recent years offering up opportunities to mitigate taxes. Failing to have a solid tax plan in place could result in overpayment of taxes. Since Annette is both a CPA and a CFP, she has tax and business knowledge that exceeds most of her financial advisor competitors. We take pride in guiding our clients through every aspect of financial and tax planning and educating all along the way.