Our firm specializes in looking at your whole financial picture, including tax, accounting and more, with a fiduciary commitment. Our integrated approach goes beyond just tax filing to deliver holistic financial solutions. Based in Northern California, our team delivers personalized service for individuals, families and businesses from a name and face you can get to know.
WHAT IS A FIDUCIARY COMMITMENT? Derived from the latin word fiducia, meaning "to trust", a fiduciary commitment in finance ensures that our advisors and staff always work in your best interest. With risk-analysis tools built on a Nobel prize framework, our team gets to the core of your financial outlook and provides customized recommendations tailored to your needs.
1. Initial Phone Call
Start by filling out our Free Tax Analysis Form RIGHT HERE. A member of our staff will set up a conversation about your unique financial situation, and identify the goals that will drive you or your business forward. This conversation can happen over the phone, video conference or in-person at our office in Auburn, CA.
2. Develop the Plan
We assess your information provided and engage our comprehensive financial team of CPAs, asset managers and CERTIFIED FINANCIAL PLANNERs™. We develop your unique plan utilizing tax strategies, wealth management and decades of experience to help you achieve your financial goals.
3. Engagement Letter
4. Implement
