Financial Strategies


Our Business Philosophy


Our commitment is to our clients

Our firm was founded in 1990. Unlike many firms that specialize in a single area, we bring an integrated perspective to the analysis of your income and estate tax planning, saving you from, for example, good tax strategies that have disastrous investment results. (Ask me to give you examples!)

Your financial life is challenging, facing income and estate tax law changes, stock and bond market movements, changes in insurance needs, decisions on funding for college, retirement or other goals, such as a new home, and much more. You need to focus your energies on the areas in which you can have the greatest impact. Therefore, it is cost-effective for you to rely on us to help define your goals, devise strategies to meet them using all available resources, and work with you over time to implement and adjust the strategies to changes in circumstances or outside matters (e.g., tax law changes). You also count on us to provide objective advice in an era when so many professionals have hidden agendas. We apply our experience to help guide you in financial decision-making even when you face unpleasant events, like a death in the family or divorce.

Our philosophy

Simply put, we strive to show greater value in our advice and implementation than the cost of our time, so you are satisfied and refer your friends and associates to us. We fully understand that our business grows from referrals and appreciate the trust it takes for a client to make the introduction.


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