click on the picture to read Lories biography
I believe in plans before products but there is a saying that nothing in life is certain except death and taxes. We don't like thinking about either very much so we have teamed up with Lorie Giddings to help clients with tax preparation for families and small businesses at a super competitive rate , a friendly smile and extreme efficiency .
We are building on the family office concept which means you go to a Net Worth Manager , financial planner, for an unbiased check up and then we bring in specialists if you need them . This is the opposite to most of financial services who start with what can we sell you today?
We work together as a team for your best interests saving you time, money and stress not having to deal with sales people or trudge round looking for help.
We now have Your Investment Manager, Your Tax Manager, Your Insurance Manager and are working on banking and mortgage support for our families
We are building on the family office concept which means you go to a Net Worth Manager , financial planner, for an unbiased check up and then we bring in specialists if you need them . This is the opposite to most of financial services who start with what can we sell you today?
We work together as a team for your best interests saving you time, money and stress not having to deal with sales people or trudge round looking for help.
We now have Your Investment Manager, Your Tax Manager, Your Insurance Manager and are working on banking and mortgage support for our families
