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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

Wednesday, April 30, 2014 - 12:00am

By Bert Whitehead M.B.A, J.D. © 2014

Don't be too surprised if your tax return is rejected by the IRS because someone else has already filed with your social security number. This scam is increasing exponentially, and nearly every tax preparer I’ve surveyed this year has had clients who have experienced this. One of our clients last...

Tuesday, May 22, 2012 - 1:41pm

By Bert Whitehead M.B.A, J.D. © 2012

Fee-only financial advisers have long held themselves out as being more ethical than commissioned stockbrokers. Fee-only advisers claim to adhere to a fiduciary standard which requires them to act in the best interest of their clients, meaning they must set aside their personal interest and fully...

Frequently Asked Questions

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...

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

Yes.  Most of our new clients are referred to us by our already existing clients or by a trusted professional advisor.

Call or e-mail our Client Relations Coordinator to receive additional materials. Set up an introductory meeting at no...

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...

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