New Clients

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Most clients have been with us over ten years; many of them much longer.  To maintain the level of service for existing clients, we only accept a few new clients each year, and only if we feel there are unique circumstances where it would be difficult to find help elsewhere.   If you have a successful business and are involved in building your “outside the business” passive income from your real estate and/or note investments, we may be able to help.  We also try to save time for the occasional full day of consulting to help someone who may be looking at that big “once in a lifetime” financial decision that needs deeper thought and analysis.

If this describes you, then go ahead and send us a copy of your last two years of returns along with a note explaining your situation.  Sometimes I can help.




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