Financial Services

Our firm offers financial services through Pacific Crest Financial Services (Pacific Crest) Whom better to trust to assist you with your financial questions than your CPA?

If you are like the typical person, chances are you have paid attention to a few areas of your wealth management plan, such as your company's 401(k) plan or your own IRA. But have you systematically pieced together all the various parts of your finances?

Through our affiliation with Pacific Crest, we work to help our clients thoroughly examine their financial lives using a system called the Method 10™. Method 10™ organizes the key wealth management issues you may face, and helps direct us to craft the solutions you need. Method 10™ includes 10 elements that are vital to your financial well being:

  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Education Planning
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Debt Management
  • Special Situations

We invite you to schedule an appointment today so we can start working on your financial plan. Together, we can identify the areas of your wealth management picture that need the most work, and begin the process of crafting a plan that addresses all of your needs - holistically.

Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. We currently have individuals licensed to offer securities in AZ, CA, FL, MA, ND, NV, NY, OH, OR, PA, TN, TX, and WA.

This is not an offer to sell securities in any other state or jurisdiction.