CPA, Joni Whitney; Investment Representative, Jeannie Roberts; Financial Planner, Jamie Bailey; Account Services Manager, Michelle Kimberlin.
Coordinate Your Financial Team
It's important to build a team of advisors, to take advantage of the full range of expertise needed, to run both a business and/or your family’s financial affairs. It's paramount that these professionals work together to integrate tax planning with financial planning, estate planning, retirement planning, tax filing and your personal financial goals
We work with families and business owners to help them better understand and implement the opportunities and potential rewards that are available when a proactive approach is taken to their financial situation.
It is critical to managing and growing your financial life to find a planner who has the knowledge to evaluate and guide your complete financial picture, including your tax situation. Every part of your financial life is interrelated and, in fact, acts like a balancing scale towards your unique financial reality.
Financial Planner, Jamie Bailey, uses a comprehensive financial review process to help clients make smart choices today to pursue a brighter financial future. She has found the main areas to address often fall under the following broad categories: *Investments, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, and Special Situations Planning.
If you are ready to pursue the financial life you've dreamed about contact us to learn more. We promise,"When it comes to your financial life we'll take care of you like family."