About My Practice
YOUR MONEY NEEDS ATTENTION! As your life changes so do your goals. Communication is vital between you and your financial adviser in order to keep your money on track with your goals. We help define your goals, develop a plan and use the tools necessary to help you achieve your goals. I am only 1 of approximately 7,500 individuals who are licensed as both a CFP and a CPA. This allows us to serve you in a way most financial advisers are incapable of doing. IF YOU BELIEVE THAT INCOME AND ESTATE TAXES WILL IMPACT YOUR ABILITY TO REACH YOUR GOALS PERHAPS IT IS TIME TO SCHEDULE A COMPLIMENTARY REVIEW MEETING WITH US.
I have been a CPA for over 35 years and focused on tax planning and preparation for 30 years. During this time, I came to realize that many investors did not understand the impact of income taxes on their investments. If you had ever seen the statement "SEE YOUR TAX ADVISOR" on your statements, then you understand the importance of integrating financial and tax planning.
I received my CFP in 1998 and have begun integrating these two disciplines. In 2004, My wife, Janice, and I co-founded Holistic Wealth Management Group. We firmly believe, support and follow CFP principles which identifies the 4 main areas of financial planning including taxes, investments, insurance and legal decisions.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Considerations: As 1 of only approx 7,500 planners to hold licenses as a CPA & CFP, I integrate financial and tax strategies to minimize taxes and maximize returns.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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