For Individuals

It is never too late to start planning your future!

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Financial Services for Individuals

There are so many other issues and problems which come up in the course of a normal business or family, let us be your “Easy Button” in paying attention to certain financial details that can easily get missed.

If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Let Us Help:

What To Try When Your Pikes Peak Area Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Pikes Peak Area...

COVID-19 Updates For Pikes Peak Area Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Pikes Peak Area business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue...

Ransomware Defense Steps to Protect Your Pikes Peak Business’s Computer Systems

No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many Pikes Peak business owners I've worked with don't fully address.Even if you work with your hands, and you're a sole practitioner (a contractor,...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn More

Navigating Bank Failures in Your Pikes Peak Business Right Now

Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....

« Older Entries