ChFC®, RICP®, CASL®, EA
As a Chartered Financial Consultant®, Retirement Income Certified Professional®, and a Chartered Advisor for Senior Living®, my training includes all aspects of the comprehensive financial planning process with a focus on the unique challenges of planning during retirement.
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All services are fee-only, no financial products recommended or sold.
Business bookkeeping and payroll services are not currently offered.
We are no longer accepting new S-Corporation or Partnership income tax returns.
We recommend Olympia CPA, PLLC for services we do not offer. https://www.olycpa.com/