Our approach emphasizes the inter-relationships among all aspects of your financial business operations: investment management, tax planning and personal financial management needs. This approach enables us to have a complete understanding of your finances and allows us to tailor optimal solutions.

Our sole source of revenue comes from fees for the advice and services you receive from us. We do not sell products, nor are we affiliated with a bank, brokerage, or insurance firm.

Forward thinking, we execute a strategic financial vision producing stability and profitable growth. These solutions include the following:

• Accounting system setup and support, financial statement preparation, and payroll processing

• Owner's risk management analysis

  ( personal and business asset protection program )

• Tax expertise, planning and preparation

• Business opportunity analysis

  ( business plans, due diligence, acquisitions, and implementation )

• Capital funding

  ( Review and negotiate funding proposals and agreements. Private placement memorandum preparation and presentation to investors )

• Operational and financial restructuring.

• Internal controls development to safeguard the integrity and security of all critical functions including operations, investments and cash