Customized Financial Plans

You are unique, and your financial plan should be too.

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Services.

We provide wide range of Flexible & Useful Services.

Retirement Planning

Are you on track to live the retirement you always dreamed of?  What goals do you have?  How much do you need?

Post-Divorce Planning

Divorce can be a confusing and stressful time.  Proper planning can ensure that your kids, your things, and your future are taken care of.

Investment Management

We utilize a low-cost, tax-efficient investment strategy that is research-driven and customized to meet our clients’ needs.

Tax Planning

High-net-worth families are familiar with taxes.  Our goal is to maximize your after-tax wealth so you can keep more of your hard-earned dollars.

Cash Flow Planning

Where you choose to spend your assets from makes a difference.  Should you spend from your IRA’s, your 401(k), or your taxable account?

Social Security Planning

Social Security can be a complicated thing, and there are many different strategies based on your family’s specific situation.

Meet The Team

David A. Stolz, CPA/PFS, CFP

Meet David

Meet The Team

Michelle T. Robinson, CFP

Meet Michelle

Meet The Team

Andy Stolz, MSF

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