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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

How to Get the Best Mortgage
Friday, February 10, 2012 - 11:15am

By Bert Whitehead M.B.A, J.D. © 2011


The most popular client questions these days are about what kind of mortgage they should get. If you are somewhat knowledgeable about mortgages and just want the bottom line, you can skip to the last paragraph of this blog. If you are interested in a more detailed explanation, please continue...

Is It Time to Panic Yet?
Friday, February 10, 2012 - 11:21am

By Bert Whitehead M.B.A, J.D. © 2012

Some days it seems like our economy is improving, then you turn the page and major world problems (Mideast, Europe, Korea, etc.) are just getting worse.

So what if you are a baby-boomer (or older) and are starting to think that your retirement isn’t going to be as joyful as you expected? Or...

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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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Apr 17 2012
2011 Tax Return Filing Deadline
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Apr 17 2012
2012 1st Quarter Estimated Taxes are Due
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