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

We specialize in Physicians and Dentists!

 Click Here to Get Started On YOUR Plan
<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
<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.

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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