If you want to take your business to the next level, you've come to the right place.

Our Firm

Choosing us as your comprehensive financial partner, means you get a team dedicated to helping you reach your goals. As a CPA and a financial advisor, we design custom plans that look at the big picture.

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Tax, Accounting & Attest

We know that running a business and figuring out personal accounting can be a headache. From tax preparation to payroll and attest services, we are here to help bring you peace of mind.

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Financial Services

We focus on your entire financial wellbeing, not just investments and retirement planning. We start with understanding your vision, and then designing a custom solution that helps you accumulate wealth, protect it and make the most of it.

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Mortgage & Commercial Financing

We provide an analysis of your current debt obligations and recommend a strategy based on your specific needs. We want to help you maximize your taxable interest deductions and reduce your monthly outlay- all at the most competitive rates in the industry.

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Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities offered through 1st Global CapitalCorp.Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Placing business through 1st Global Insurance Services, Inc. CA Insurance #0D41282. We have individuals licensed to sell securities in the states of AZ, CA, DC, KS, and NV. This is not an offer to sell securities in any other state or jurisdiction.

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