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Our Vision

Our vision is to be a reliable and trusted source of financial, business, and tax advice for our clients throughout their lives.

Our Mission

Our mission is to provide our clients with excellent service and fiduciary advice based upon our extensive experience, ongoing education, hard work, and a trusted relationship.

On This Mission, We Typically Address the Following:

Cash Flow Analysis

Risk Management and Insurance Planning

Investment Strategy and Management*

Retirement Planning and Retirement Income Strategy

Tax Planning and Tax Management

Estate Planning

Tax Preparation and Accounting Services

Business Consulting

Along the Way, We help answer questions, including:

When can I retire? 

Am I going to run out of money and exhaust all my savings?

How can I minimize my tax liability? 

Am I doing everything I can to maximize my hard-earned savings?

Are my investments working hard enough?*

What’s a good approach for college savings?*

What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create a completely personalized tax and financial plan that is designed to help you pursue your personal goals and priorities.

*Investment and financial planning services are offered by Brian Martin, Stephen Johns, and Carol Ann Casebolt through their affiliation with Avantax.