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Our Typical Clients...

We work with a wide variety of individuals, whose incomes range from 5 to 7 digits. Working with us is more about how you think than your profession or socioeconomic status. Our best clients typically share some common behaviors and attitudes. Some of their common characteristics include: 

  • Spend 80% or less of their income (before retirement), typically saving and investing 20%
  • Own homes they can easily afford (less than 3x their income in value, with mortgages less than 2x income)
  • Net worth (all assets - all debts) greater than or equal to: 10% x Age x Income
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Helping CPAs Add More Value

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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