Laurette M Dearden CPA CFP RICP Taxes Financial Planning

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

We specialize in Physicians and Dentists!

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 specialize in physicians and dentists! We want to become your family CFO by assisting you with tax planning and offering comprehensive financial planning services through Laurette Dearden's affiliation with Avantax Investment Services^SM

Learn more

Monthly Market Commentary

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

Check out our monthly market insights here

Get Financial News & Updates Delivered to Your Inbox

Name

Email

Address

Thank you!

Oops!

We’d love to hear from you!

Book Your 20-Minute Free Consultation Now!

Laurette M. Dearden, CPA, CFP^{^®}, RICP^{^®}