Our Services

As practicing CPAs and CFP(R)s we are uniquely positioned to help our clients achieve their financial success. We focus on providing integrated tax and financial services to our clients, including; Managed Investments, Employer Sponsored Retirement Plans (401(k)s), Comprehensive Financial Plans, Insurance Solutions, Tax Planning, Tax Preparation and small business accounting services.

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Based on our services, we've developed three programs to fill the growing needs of our clients. Please see the outlines below and contact us for more details.

Choose a program that suits your needs:

Method 10(R) Seasonal Planning: four engaging pre-scheduled annual meetings 

Development of a financial plan w/ recommendations

Implementation coaching

Ongoing review and update of a financial plan

Net worth tracking and reporting

Budget and spending policy

Wealth management portal

Online document storage 

1040 Income tax preparation

Tax planning & strategy

Annual review and monitoring

Quick start financial plan

Investment review

Retirement projections

Cash flow review

Budget and spending policy

Wealth management portal

Online document storage 

1040 Income tax preparation

Tax planning & strategy

Quarterly performance reports and 1-4 annual meeting

Goals based portfolios

Portfolio design and construction

Ongoing investment research, selection and monitoring

Portfolio re-balancing

Asset allocation

Tax loss harvesting

Behavioral finance coaching and tools 

ENGAGE

Invest+Complex Planning

+ Taxes

ORGANIZE

Invest+Light Planning

+ Taxes

INVEST

Invest only

"We Inspire Intentional Living"

Securities offered through Avantax Investment Services   , Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services   . Insurance services offered through an Avantax affiliated insurance agency. Method 10® is the property of 1st Global Capital Corp. 2019. All Rights Reserved.

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