Our Services

There are seven core competencies in the practice of financial planning and advisory services:

  • Cash Flow Management
  • Retirement Planning
  • Education Planning
  • Tax Planning
  • Tax Bracket Management
  • Estate Planning
  • Risk Management

As you consider this list, consider the impact that taxation has on each. Income taxation and your individual tax situation are critical in each of these core competencies.

This is the reason we are adamant that any financial advisor must fully understand your particular tax situation in order to provide a comprehensive plan involving these core competencies.


Tax services provided through our related business entity, Goodsell & Company Inc., CPAs.  For more information click here: www.goodsellcpa.com

This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situations above are made.