You have questions about your finances. You've looked online and asked friends but you can't find the right answer. That's because there is no universal right answer. Real financial advice is personal and requires an understanding of your unique situation. We develop deep personal relationships with our clients so we can help you determine the right answer.
PEACE OF MIND
The most important thing we can provide for you is peace of mind. We understand how frustrating and complicated it is to manage your personal finances. Our technical expertise allows us to tackle the complex issues for you and communicate them in a straightforward manner. We want to help you develop a plan for your future and reduce the stress that finances might be causing you.
We have always been and will always be a fee-only firm. This means we always act as a fiduciary and put our clients' interests first. It means our only compensation is from the fees our clients pay us and we accept no commissions, referral fees or kick-backs of any kind. It means you can be confident the advice you receive from us is completely objective with no conflict of interest.
Lyle started our firm in 1994 with one goal in mind: to better serve his individual clients. He was providing financial planning at a larger CPA firm but felt his clients needed and wanted more from him. From the start his focus has been on providing the objective, broad and deep financial advice you need and deserve.
As Certified Public Accountants with years of experience in tax and estate planning we have a technical background and an understanding of complex tax laws. We are leaders in the AICPA community and have an extensive network of the best and brightest CPA financial planners around the country.
We are driven by our desire to improve our clients' lives. The relationships we develop with our clients are what gets us out of bed in the morning. Our clients are like family to us, so that's how we treat them.
- Always put our clients' interests first
- Be completely transparent
- Build deep and lasting relationships
- Communicate effectively and regularly
- Be proactive and very responsive
- Never stop learning and growing - individually and as a firm
- Collaborate with a national network of experts
- Stay on the cutting edge of new technology in our industry