Not surprisingly, taxes play a large role in just about everything we do. Unlike many traditional brokers, who downplay or ignore important tax issues, we embrace them. As CPAs, we know the value that comes with sound tax planning, and we have developed significant expertise in the complexities of retirement planning and investment management. Our strategies are not exotic or risky; we simply use existing tax law to help you defer more taxes while saving for retirement, and manage taxes more efficiently once you reach retirement.