Personal Finances

Our money management services are ideal for:

  • unexpected loss of a spouse
  • divorce
  • deployment
  • frequent travelers such as full time missionaries and itinerate ministers
  • aging adults
  • caregivers
  • semi-autonomous disabled
  • busy professionals

Self Employed Finances

Solopreneurs and small business owners will find that they can be more productive by delegating:

  • Budgets
  • QuickBooks Pro Advisor
  • 1040, 1040-ES, Schedule C and SE income tax preparation and tax filing
  • Account reconciliation
  • Bookkeeping
  • Accounting
  • Financial reporting

Financial Products & Services

The sales of Insurance and Financial products are outside of the scope of our services.  We are able to explain the concepts and have experience as both an insurance agent and an investment advisor.

We will gladly accompany clients to meetings with other financial professionals such as asset managers, financial advisors, accountants and attorneys.

 

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Personal Finances

You always have full control of your finances, and we take over as much – or as little – as you want.

You will find our rates to be competitive and in many cases the savings achieved through our management have paid for itself.  You will also realize that stress relief is an intangible benefit.

See the services we offer to individuals.

Self-Employed Finances

We love to work with self-employed entrepreneurs.  We get you!  40% of self-employed entrepreneurs say the thing they like the least about owning their own business is the finances.  Not every one wants the hassle of paying payroll taxes or has the resources to hire a full time employee.  If any of that sounds like you, consider using our services to help you.

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Next Steps...

Call or email and allow us to introduce ourselves.