I am an attorney, certified public accountant, certified financial planner and a managing director of Capital Preservation Partners, Inc., a registered investment advisory firm. I specialize in tax and investment planning geared toward assuring you a successful retirement. If you are looking for a blend of personal service and expertise, you have come to the right place!
We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free introductory meeting. We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free introductory meeting. We take care of your books for you, so you can get back to the job of running your business and generating profits.
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