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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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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