A client’s financial statements or tax returns are simply the starting point for building a strong relationship. Through the delivery of valuable consulting and advisory services, we contribute to a client’s personal and business success.
We understand each client has special needs and that the impact of decisions made today can extend far into the future. We approach client engagements with an open mind and work to develop solutions appropriate for the circumstances.
The SECURE Act legislation may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax and retirement-planning situation. Read more »
On Tuesday, June 25 The Marston Group’s Chip Marston had to get up a bit earlier than usual to get to the164th Airlift Wing for the Boss Flight. Chip was also treated to lunch on base and got to tour the inside of a C-17. These activities were a part of the Patriot Award that he ... Read more »