or review of plans for tax, retirement, educational funding, investments,
insurance, and estate planning. Preparation of personal financial
statements. Evaluation of potential investments. Special expertise
in real estate including acquisitions, taxation, valuations, and
refinances. Our background includes Reviewing Investment Portfolios.
We also analyze proposed investments such as tax shelters.
understand and prioritize your financial goals, then we craft
individualized strategies to help you realize your objectives.