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We are committed to constantly enhancing our knowledge and services to provide you with the highest level of expertise. We have developed the educational background to provide you with the breadth and depth of knowledge you should expect from your advisor. Our background equips us to advise you on the financial component of a decision, and our experience and wisdom allow us to understand and evaluate the non-financial aspects.
Our expertise in tax planning is key. Whether you are deciding to place an investment in an IRA or non-retirement account, save for education, buying or selling investment real estate, or deciding on an appropriate withdrawal rate from your portfolio during retirement, your advisor must be able to evaluate and understand the important tax implications.
We enjoy working with a broad array of clients including doctors, attorneys, insurance and financial advisors, professional athletes, retirees, CEOs of small businesses and major corporations, and real estate professionals. We also have the privilege of working with many individuals who have received a large inheritance or life insurance proceeds.
J. BRIAN PRESTON, CPA, CFP®, PFS
B. WILLIAM (BILL) CLEVELAND III, MBA, CPA, CFP®, PFS
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