Problem Solving

Problem Solving is the one function of any professional service provider that draws upon the years of experience and training that our firm has accumulated over the years. Our clientele comes from all walks of life as well as spanning the economic spectrum.

 When a client of our approaches us for assistance with solving a problem we review the components of the problem with the client and determine a course of action that, in our opinion, will enable the client to accomplish the goal they want to achieve. 

In a number of cases we have had the responsibility of advising the client that what they want to accomplish is beyond our capabilities at which time we recommend them to another professional who, we believe, can assist them. 

The services included in this area are beyond listing as they encompass all aspects of a client financial life. In many situations, the relationship we develop with our clients is one of financial advisor and counselor. As a result of this close knit relationship many of our clients have us assist them with the aspects of their retirement planning, home sale, children’s education, parents and grand parents life problems as well as the numerous aspects associated with the proper preparation and submission of their taxes to the taxing authorities. 

We do not advise clients on investments as this is left to the firms that specialize in this area. We do assist clients in the areas associated with buying and selling businesses as well as evaluating proposals submitted to them by prospective business associates who want to develop a relationship with our clients. 

Please call upon us when you believe that an opportunity exists that you think our input can assist you. The relationships we have with other professionals enable us to refer you to them if we decide you need their expertise and training.