About Us

Nothing can replace the personal relationship we have with our clients.

About Us

Every Encounter Matters

Our organization is structured so our financial advisors are available to meet and review your financial plan—on your schedule. Technology has impacted financial advising in significant ways. We embrace change and use technology to serve you better and enhance our personal relationship with you.

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Tim Banks dressed in a navy blue suit with a smile on his face

Our experienced team conducts a personalized consultation to discuss your financial objectives.

Our passion is to help families build a holistic financial plan

With a solid plan, clients can turn their investments into income and protect their principal for future generations.

Our Services

Testimonials

What Our Satisfied Clients Say

Albert Pujols

Accounting is a fundamental and indispensable field that plays a crucial role in the financial management of individuals, businesses, and organizations. It involves the systematic recording, organizing, and analysis of financial transactions to provide accurate and timely information for decision-making.

Phil Mickelson

In summary, accounting is an essential and dynamic field that goes beyond the stereotype of number-oriented tasks. It is a key driver of financial transparency, accountability, and strategic planning, making it an integral part of the success and sustainability of businesses and organizations.

Bob Links

Accounting is a fundamental and indispensable field that plays a crucial role in the financial management of individuals, businesses, and organizations. It involves the systematic recording, organizing, and analysis of financial transactions to provide accurate and timely information for decision-making.

Lilia Roberts

In summary, accounting is an essential and dynamic field that goes beyond the stereotype of number-oriented tasks. It is a key driver of financial transparency, accountability, and strategic planning, making it an integral part of the success and sustainability of businesses and organizations.

Process

How It Works

The process of accounting involves a series of systematic steps to record, analyze, and report financial transactions. Here is an overview of the accounting process:

1

Identification of Transactions

Recognize and identify all financial transactions that occur within the business. This includes sales, purchases, expenses.

2

Posting to Ledgers

The general ledger contains all the accounts used by the business and summarizes the financial activity.

3

Post-Closing Trial Balance

Verify that all temporary accounts have been closed and that the post-closing trial balance is in balance.

About Us

Every Encounter Matters

Our experienced team conducts a personalized consultation to discuss your financial objectives.

Our passion is to help families build a holistic financial plan

What Our Satisfied Clients Say

Albert Pujols

Phil Mickelson

Bob Links

Lilia Roberts

How It Works

Identification of Transactions

Posting to Ledgers

Post-Closing Trial Balance

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