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Financial Planning and Tax Professional Services

Helping You Pursue Your Personal Best in Retirement 

You have found great success in your career. 

Let us work together to ensure you are successful in your pursuit of financial independence


Financial Endurance Planning

  • Personal Finance Education
  • Education Savings
  • Insurance & Risk Management
  • Investment Planning
  • Tax Strategies
  • Retirement Savings
  • Estate Planning
  • Employee Benefits Selection
  • Other Planning

Private Client

Wealth Management

  • Goals-based Portfolio
  • Aligned with your long-term objectives
  • Asset Allocation for diversification
  • Periodic Rebalancing
  • Alternative Asset classes
  • Actively managed
  • Tax-aware
  • Accredited Investor investments

Tax Preparation and Planning

  • Client Representation before the IRS 
  • Federal Tax Filing
  • State Tax Filings
  • Tax Filing Extensions
  • Tax Filing Amendments
  • Tax Forecasting and Planning
  • What is an Enrolled Agent?

Financial Planning: Plans built specifically for you by a CFP® Professional 

Discover your Start and Finish Lines

What stage of your financial life are you currently?  What are you planning for?  Early Retirement? Starting a Family?  Purchasing your first home?  Bucket List Vacation?

 Develop a Plan

Based on our what we discover, we will provide a personalized Financial Endurance Plan with actionable recommendations along with the resources and technological tools you’ll need to reach your Financial Finish Lines.

Disciplined Execution

Though periodic milestone check-in’s, we’ll work with you to ensure you are on pace and on-track to reach your Financial Finish Lines.  You’ll also have unlimited access to a Certified Financial Planner™ professional to answer any questions you may have.

Our Financial Endurance Plans cover the following topics…

Fundamentals of Financial Planning

  • In-Depth Quantitative and Qualitative Discovery Process
  • Personal Finance Education
  • Time Value of Money
  • Behavioral Finance
  • Personal Financial Statement Review
  • Budgeting and Spending Plans
  • Liquidity & Emergency Fund Review
  • Debt Management

Investment Planning & Analysis

  • Basic Education of Economics, Markets, and Investments
  • Review of current investment accounts
  • Risk Tolerance Assessment (Needs vs. Wants)
  • Determining asset allocation and portfolio diversification needs
  • Investment Policy Statement
  • Basics of Modern Portfolio Theory
  • Portfolio Construction
  • Asset Allocation
  • Sector and Style Analysis
  • Tax Allocation (Taxable, Tax-Deferred, Tax-Free) Analysis
  • Concentrated Position Analysis

Retirement Planning & Analysis

  • Retirement Account Basics (Qualified, Non-Qualified, and Tax Advantaged)
  • Qualified Plan Contribution rules
  • Distribution rules and taxation
  • Sources of Retirement Income
  • Retirement Needs Analysis
  • Retirement Income Planning
  • Social Security Optimization
  • Medicare Enrollment Considerations
  • Retirement Plan Stress Test
  • Plan selection for businesses
  • Business Succession Planning

Income Tax Planning

  • Retirement Account Distribution Tax Optimization Analysis
  • IRA (Traditional to Roth) Conversion Analysis
  • Estimated Effective Tax Rate
  • Projected Details of Taxes
  • Tax rules when selling an Investment Asset
  • Sale of a Personal Residence (Primary/Secondary)
  •  Business Entity Selection and taxes

Education and Education Funding

  • Current costs and needs analysis
  • Financial Aid Process Basics
  • College Savings Plans
  • Education Financing
  • IRA Distribution rules
  • Tax implications


  • Personal Risk Exposure Anailsys
  • Life Insurance needs Analysis
  • Disability
  • Long-Term Care
  • Property and Casualty
  • Insurance Analysis for Business Owners

Estate Planning

  • Personal Goals and Objectives Analysis
  • Estate Planning Documents
  • Gift and Estate Tax
  • Estate Flow Chart
  • Analysis of common trust types (CST, CRT, ILIT)
  • Probate Process
  • Reasons to use a LIving Trust
  • Charitable Gifts during Lifetime
  • Considerations of Property Titling
  • Strategies for property transfers

Miscellaneous Planning

  • Financial Planning for Marriage
  • Financial Planning for a Growing Family
  • Financial Planning for Divorce
  • Buy vs. Lease Car Analysis
  • Buy vs. Rent Home Analysis
  • Paying off your Home Mortgage
  • Buying/Selling a Rental Property
  • Purchasing/Selling a business
  • Financial implications of a career change

Financial Endurance Plans & Coaching- Complexity based pricing aligned with your personal needs & situation

Start Planning Today

Investment Advice: Tailored to your Financial Goals

Discover your Start and Finish Lines

What are your investment preferences and style? What would you like to change? What type of communication and relationship are you seeking from a financial professional? Looking to collaborate or delegate? Are you looking to reduce investment fees? Seeking less risk, more risk, or not sure? We can help.  Looking to invest in companies which align with your values? Seeking income or capital appreciation?

Develop a Plan

Based on our what we discover through interviews and questionnaires we will determine a portfolio allocation which fits you, your investment style, and long-term objectives determined by your Financial Endurance Plan.  This process is included in the Finnancial Endurance Plan process.

Disciplined Execution

We will help you monitor your investments through our periodic coaching calls so you can update your portfolio as you go through life changes and life stages. Ensuring your investments still fit your needs and long-term objectives.

Tax Preparation & Filing Services

Discover your Tax Prep Needs/Wants

Looking for a more proactive approach to you tax management?  Would you like to work with a tax professional who knows you and your personal situation?  Looking for a more comprehensive and integrated approach for your personal finances?

 Develop a Plan

Fill out our simple online questionnaire and send us your end of year tax documents (W2’s, 1099’s, and K1’s) and 3 prior year tax returns via our secure online portal.  

Disciplined Execution

We’ll prepare a draft of all of the relevant tax forms for Federal and State, calculate your refund, and send you a draft for you review and e-signature.  Your refund or payment can be made via secure online method or by mail.

Pricing Start at $300 per return

Prices may vary depending on complexity and number of forms. 

File My Taxes

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