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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Where do you want to go? We'll get there, together.

We specialize in physicians and dentists!

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<b>We help make your money work for you:</b>

We help make your money work for you:

  • Pay the Least Amount of Tax Possible
  • Retire in the Style You Envision
  • Take Care of Your Family
  • Send Your Children to College
  • Leave a Legacy to Your Heirs
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<strong>Financial Advice Shouldn't Be Complicated.</strong>

We prepare individual and small business taxes and offer comprehensive financial planning services through Laurette Dearden's affiliation with Avantax Investment ServicesSM.

We specialize in physicians and dentists. If you are considering purchasing a practice or starting your own, we can help!

We provide start up services that include ongoing tax planning, accounting and payroll support.

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Monthly Market Commentary

The Monthly Market Update will inform you of the current market conditions. 

Check out our monthly market insights here

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