Our Firm Mission Statement

"To provide reasonably priced professional services with the highest level of technical competence and service excellence."

We continually meet and exceed our clients expectations because of our commitment to the principles of service excellence and technical competence.

Service Excellence

Each client receives close personal and professional attention as we continually strive to exceed the expectation of each client. We also pride ourselves on our client responsiveness. We respond to ALL prospective and existing client inquiries within 24 hours and is focused on meeting our client deadlines. As we continually strive to improve on our client service experience, we welcome all suggestions for improvement.

To see a listing of our services, please take a moment and look at our services page. We welcome and generously reward new client referrals.

Technical Competence

Our extensive experience in our areas of practice translates to a high level of technical competence in the service we provide to our clients. This spell the difference between our outstanding performance and other firms in the area.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

We are always available to answer your questions to assist you in meeting your business and personal goals. Please feel free to contact us anytime at 954-233-9458 (South Florida) and 813-683-5038 (Central Florida)