New Clients

Are you not yet a member of our client family? Would you like to know more about what we can do for you? You may contact us here. We look forward to meeting with you. If you are ready to get started, please complete the appropriate intake form: New Client Forms

Current Clients

Are you already one of our clients? You can request a meeting here: Request a Meeting Please take a moment to send us a note and tell us about your experience and what we can do to improve our service to you. We would love to hear from you.


Our clients represent an array of spiritual beliefs, lifestyles, financial profiles, health circumstances, and family types. Their lives and values range from traditional to unconventional, and their needs may be simple or complex. Some of our clients have children...

Business Planning, Corporations, Entity Formations & Non-Profits

When you come to us because you are interested in starting a business or forming a corporation, we do not assume that one type of entity fits all.  Instead, we take time to learn how you want to do business, deal with legal matters, and report your taxes.  Whether you...
Small Business Formation

Small Business Formation

When you own a business, it is important to plan ahead for your future security. Your business may become the most important asset you own, but it is also likely to expose you to a number of risks.   As you evaluate your options, we will guide you with respect to...