Individuals

“You are your best investment.”
— Dr. Scott P. McHone, CPA, Ph.D

Your financial well-being is very important to you and to us.
To help increase your net worth and income, we want to help you maximize the return on your time and investments.
The following are a few areas in which we can help achieve these goals:

Individual income tax assistance

Financial planning

Investment strategies

Retirement planning

Personal budgeting and cash flow management

Estate planning

Succession planning