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Mission Statement

Our name explains our focus:  at Tax & Financial Services, we start a holistic review of your financial situation by identifying specific goals, current plans in place, if any, and immediate concerns.

Then, we address taxes, often our clients' biggest single expense, a task many other firms neglect.

Together we build not just a fine-tuned financial plan and the certainty and peace that come with it, but a unique relationship based on your needs.

From debt management to college and retirement saving, or chasing your dreams, all of our vigor, focus, and strength are focused on you, the client, and your satisfaction

We plan to delight.