Trust in a process focused on you
Trust in a process focused on you
Find the right services to
strengthen your core
Find the right services to
strengthen your core
Like a diet that only lets you eat celery, a personal financial plan that only focuses on investments is unsustainable. We help you address the many aspects of creating a balanced, long-term plan for success, while ensuring that no key areas are starving for attention.
Specializing in the specific processes related to buying a practice, starting a new practice, developing a partnership and providing long-term financial management has been our proving ground. This is what sets us apart and sets you on a course for success.
Our comprehensive accounting, tax and payroll services aren’t offered on a pick-and-choose basis. This is because these services are designed to work together. Offering one without the other would be like exercising only one side of your body.
COUNT ON VALUES THAT ARE STRONG
COUNT ON VALUES THAT ARE STRONG
Strategic
When your patients come to you, they expect an expert. When you come to us, we know you expect the same. That’s why we focus on delivering well-planned, comprehensive, forward-thinking solutions.
Efficient
Each of our advisors handles fewer clients in order to foster in-depth relationships and provide outstanding service. This also allows us to assist with all of the decisions that go into building success.
Cost-Effective
We operate on flat-fee agreements that give you the flexibility to contact us as needed, without worrying about being nickel-and-dimed by additional hourly rate fees.
Honest
Avoiding the tough problems doesn’t make them any easier to solve. We’re willing to tell you the hard truths. We wouldn’t be doing our job if we didn’t. Sidestepping and sugarcoating are not allowed.
Caring
We’ll get to know you as a person — your background, your interests, your family and all the things that matter — not just the numbers.
Work with numbers people
who are real people
Work with numbers people
who are real people
Favorite Financial Term: Sharpe Ratio
Best Financial Advice: Don’t spend more than you make.
Favorite Quote: “Fill your mind with truth, your heart with love and your life with service.” – Dale Partridge
Favorite Financial Term: Time Value of Money
Best Financial Advice: Set long term financial goals, but work toward them on a daily basis.
Favorite Quote: “It's not the size of the dog in the fight, it's the size of the fight in the dog.” – Mark Twain
Favorite Financial Term: Managed Lifestyle
Best Financial Advice: Work hard and spend less than you make.
Favorite Quote: “One hundred years from now, it won’t matter.” – Unknown
Favorite Financial Term: Contango
Best Financial Advice: Start today — your timeline is only getting shorter.
Favorite Quote: “For every minute you are angry you lose 60 seconds of happiness.” – Ralph Waldo Emerson
Favorite Financial Term: Luse-Moss Ratio
Best Financial Advice: If you want to work and save for 30 years, yet be retired and save nothing for 40 years, you better take it seriously.
Favorite Quote: “You miss 100% of the shots you never take.” – Wayne Gretzky
Favorite Financial Term: “Write-off”
Best Financial Advice: Keep it simple.
Favorite Quote: “If I had asked people what they wanted, they would have said faster horses.” – Henry Ford
Favorite Financial Term: Mod Port Theory
Best Financial Advice: Seek guidance from experts who have successfully grown wealth. Building wealth happens over time, not in days or months, so avoid get-rich-quick schemes.
Favorite Quote: “It is the little details that are vital. Little things make big things happen.” – John Wooden