Welcome and thank you for visiting our website. As you browse through the site, you will see that in addition to providing you with a profile of our firm and the services that we provide, we have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

We are proud of our commitment to our clients, our employees, and to the highest standards of service and ethical conduct. To that end we are committed to fulfilling the expectations set forth in the Codes of Ethics and Professional Responsibility of both the American Institute of Certified Public Accountants as well as the Certified Financial Planner Board of Standards and subscribe to the tenets outlined in our Mission Statement.

WE ARE COMMITTED TO:

  • Conduct ourselves in accordance with the highest standards of professionalism, integrity, honesty and objectivity.

  • Provide our clients with excellent service and superior technical skill and advisory services, always placing their interests above our own.

  • Protect the confidentiality of our clients’ affairs, guarding their private information as well as the confidence they have placed in us.

It is our intention that this website be a helpful resource to our clients. In furtherance of this objective, we have also incorporated a secure file transfer feature to facilitate the electronic transfer of data files for our clients who choose to use this feature. While browsing through our Website, please feel free to contact us with any questions or comments you may have. We will strive to be proactive and responsive to your inquiries and suggestions.