Alan and Kris take a team approach to both taxes and investing. Our primary job is to be a resource for you. Our clients appreciate having someone who they can sit across a desk from and guide them through complicated money related issues. We want to be your resource for all things money! It is our job to keep money in your pocket and then to grow what you have.
We are both tax preparers, as well as educated and licensed investment professionals. Alan is also a Certified Financial Planner (CFP) and an Enrolled Agent with the IRS. (EA) Although local and personal, we are nationally connected. We are a local office for ProEquities, Inc. which has more than 1500 advisors nationwide.
We offer a wide range of products to meet your needs.
- Retirement Accounts
- Mutual Funds
- Investment Advisory Services
- Life & Health Insurance
- Long Term Care Insurance
The most important thing we offer our clients is our broad base of knowledge, but even more importantly, the willingness to teach our clients and explain things in a way that makes sense. Communication and trust are key to creating a relationship and helping to have peace of mind about your money and your financial future. Call today to make an appointment and let’s get started!