As a Certified Public Accountant (CPA) who is also a Certified Financial Planner (CFP®), I possess the credentials, experience, and competencies to help guide you to those prosperous golden years.  To do this, I can be your independent, trusted advocate …

When I talk to my clients who are new business owners or clients who are considering starting a business, a major question I get is: How should I operate and structure my business? Simply put, how you set up your …