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We Integrate every aspect of your financial life in order to present you with comprehensive advice.

  • Tax Planning & Preparation
  • Estate Planning
  • Investment Planning
  • Wealth Management
  • Asset Allocation Strategy
  • Retirement Planning
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Our Financial Planning Services

About Comprehensive Planning

We integrate all the financial areas in your life, including tax planning/preparation, estate planning, insurance and investment advice and implementation into one overall comprehensive plan. Our holistic approach includes a very wide range of services.

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About Us

The Latest Webinar

Christine Isham CFP®, EA is a member of an independent group called E-3. They are a group of financial advisors who are her contemporaries and friends from around the country. Combining their expertise and knowledge they periodically offer educational Webinars to all of their clients. If you have missed these Webinars or would like to re-watch them, you can do so here.

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Latest News & Blog Entries

What's the Worst Case?
Tuesday, October 18, 2011 - 10:12am

By Bert Whitehead M.B.A, J.D. © 2011

Headlines scream doomsday to us: “The Dow is down 14%!” “Who can fix Europe?” “Even gold is crashing!” “Could the Dollar become worthless?”

I have been hearing concern from clients lately, especially since it looks like we are headed for a ‘double dip’ recession. Other than Treasury bonds, all...

Smart Moves vs. Stupid Moves
Thursday, September 8, 2011 - 7:51am

By Bert Whitehead, M.B.A, J.D.

Financial chaos is so annoying. We are going along, wary but hopeful, and suddenly everything in the financial arena comes crashing down. The stock market drops 500+ points, the Euro tumbles, oil gets hit hard, and even gold is dropping. What are you going to do?

What Smart People are Doing...

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Frequently Asked Questions

Why hire a financial advisor?

Most people are aware that planning for your financial future is critical but don’t have the time or the expertise to develop a plan and make the...
Are your fees tax deductible?

Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is...
Do you accept referrals?

Yes.  Most of our new clients are referred to us by our already existing clients or by a trusted professional advisor.
How do I Get Started?

Call or e-mail our Client Relations Coordinator to receive additional materials. Set up an introductory meeting at no...
Is there a cost for the first meeting?

No, we use this first meeting to determine whether or not we can effectively be of service to you, as well as to allow you to evaluate us. In...
What do I need to bring for the first meeting?

For your first, complementary meeting, you must bring a complete list of assets & liabilities, your personal financial planning profile, the...

Important Dates

Jun 30 2011
2010 FBAR is due. (Report of Foreign Bank and Financial Accounts)
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Dec 14 2011
Our office will be closed early to celebrate the holiday season with our...
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Jan 17 2012
2011 4th Quarter Estimated Taxes are Due
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