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Why We Offer Fixed Price Packages

  • You will always know how much you will pay for services in advance.
  • You don't have to be afraid to contact us with questions and be worried about receiving a bill. We want to encourage communication.
  • You don't have to worry about paying for more hours than anticipated. The risk is put on us to be efficient. 


Prices can be found by clicking on each package. You will receive a 15% discount on the combined price if you choose more than one package. Packages can paid for in one payment or quarterly.

Let's Get Started! Choose a package below. 

Tax Planning

Tax Planning

It's not about what you make, it's about what you keep. 

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Retirement Planning

Retirement Planning

What do you want retirement to look like and how will you pay for it?

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Estate and Gift Planning

Estate and Gift Planning

How do I protect my estate from taxes?

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