Risk Analysis


One of our core strengths as a financial planning firm is our ability to coordinate financial, tax and estate matters for our clients. To strengthen our tax planning capabilities we partnered with a local CPA firm, McKinney and Company, CPA’s. Our partnership involves shared office space and professional resources.

Mckinney and Company, CPA's

Bernard Mckinney, CPA

Senior Accountant

Tammy Mckinney

Senior Accountant

Sheryl Nero

Office Manager


Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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