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Thank you for visiting our Website. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.


We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed:


FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.


CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise.


NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.


FINANCIAL TOOLS - To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.


LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.

UPLOAD A FILE - ShareFile is a secure portal for uploading documents or files.  The files are password protected and can only be retrieved by someone with password access.  If you need help getting set up to use ShareFile, give us a call.

MAKING A PAYMENT ONLINE - We are now set up to take PayPal.  At the bottom of this screen is a link to PayPal.  Please provide your invoice or client number.

 

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