Providers of Accounting, Tax & Financial Services
My objective is to serve semi- and emerging affluent clients for whom I will provide Accounting, Tax and total wealth care management services. These retirement and estate planning services enable them…
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.