Taxes

• Tax Services
• Income Tax

Investment

• Investment Management
• Wealth Management
  SM have been helping clients build their futures by providing Wealth Management services to individuals and businesses. Our team offers specialized knowledge and investment insights to clients seeking a long-term collaborative relationship and well-designed financial plan. Above all, everything we do is rooted in a deeply personal approach. We are here to help you achieve your goals today, tomorrow, and in the future.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Referral Fees. Adviser, Institution, and WFS have entered this Agreement which allows Adviser to offer investment advisory and financial planning services to Institution clients. In return, Adviser pays the Institution and WFS a referral fee (the "Referral Fee"). The Referral Fee will be twenty-five percent (25%) of the fee owed to the Adviser under its client agreement once the assets under management on the Adviser's Platform received from Institution reaches $10,000,000. The Referral Fee will continue to be paid to the Institution and WFS as long as the Institution client is a client of the Adviser. This Referral Fee will be owed regardless of charge backs or claims of refund unrelated to Institution error or willful negligence. No cost will be added to the advisory fees that the client will pay for Adviser's services as a result of the fees paid to the Institution and WFS, and the client fee is the same as those charged to other clients of Adviser for similar services as further described in the Adviser's Form ADV Part 2A brochure. Adviser, Institution, and WFS are separate and distinct companies.
• Retirement Planning