A varitey of services are available to suit any of our client's needs. If you don't see what you're looking for below, feel free to give us a call and let us know how we can help!

Jake Studer


Portfolio Management

Advising on and/or managing your assets to meet your investment goals.

Retirement Planning

We help clients develop strategies to help them achieve financial independence for their distant future.

Estate Planning

Helping you leave a legacy behind you and developing a plan of how to handle your finances after you pass.

Education Funding

Creating tax advantaged strategies to save for your children's education.

Long & Short Term Strategic Planning

Recommending proven strategies and finding the next steps you need to take to move your business forward.

Minimize Income Tax Liability

Helping you or your business retain more of your income and pay less in taxes.

Manage Financial Risk

Analyzing your financial situation and/or business environment to help you manage a healthy level of risk exposure.

Financial Statement Compilations & Reviews

Preparing or reviewing business and/or personal financial statements for shareholders, lenders or investors.

Accounting & Bookkeeping


Processing your employees' payroll and/or filing your interim payroll reports to the appropriate tax agencies.


Assisting and equipping you with the right tools and knowledge to manage your company's accounting processes.

IT Support

We diagnose accounting system issues and provide help with QuickBooks and Peachtree software.

Notary Public Services

Providing notarization for documents requiring an authentic signature.



Tax Preparation


C Corporations

S Corporations