A Different and Effective Way to Work With Your Money

 

Experienced Perspective

Our work is grounded in years of professional experience across financial planning, tax strategy, investment management, and business consulting. We bring organized, objective insight to complex financial situations—so decisions are made with confidence, not urgency.

 

Built Around You

Our services are intentionally flexible. Engagements are scoped to match the size, complexity, and pace of your life or business—ensuring you receive the level of support that’s appropriate, practical, and sustainable.

 

 

Fee-Based and Independent

We do not sell financial products or receive compensation from third parties. Our fee-based structure is designed to eliminate conflicts of interest and support unbiased advice—so recommendations are made solely in your best interest.

 

 

Our Services

 

Financial Planning

Comprehensive, goal-driven planning that connects day-to-day decisions with long-term outcomes. We use modern tools and visual frameworks to help clients understand risks, plan intentionally, and move forward with confidence.
 

Tax Preparation & Advisory

Accurate, thoughtful tax preparation paired with proactive planning. We focus on compliance, clarity, and forward-looking strategies that support smarter financial decisions throughout the year.
 

Business Services

Executive-level financial guidance for growing businesses that need structure, insight, and forward momentum—without the cost of a full-time CFO. Services include bookkeeping, payroll, budgeting & forecasting, and qualified retirement plans as well as sales and income tax prep.
 

Investment Management

A modern, transparent approach to investing focused on long-term ownership, independent research, and disciplined decision-making. Portfolios are built without account minimums and guided by clear strategy rather than short-term market noise.

Testimonials

 

“Empowering Financial Growth, Securing Your Legacy”

As Seen On

 

Blog

5 Financial Crossroads That Could Reshape Your Future

Melina Maslehati |
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...

What 2025 Taught Us About Staying the Course

Shahab Maslehati |
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...
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Common Retirement Regrets—And Proactive Moves to Consider

Shahab Maslehati |
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and options. The good news? There may still be opportunities to make meaningful changes that could benefit your future. Let's break down the most common retirement regrets—and what you can do right...