Dale is responsible for client relations as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.
Tax Services
Equities or Ownership in the Great Companies of America and the World = Profits During Prosperity. Equities are the growth engine of the portfolio but are also subject to the most volatility. The Equities asset category includes four asset classes: Domestic equities, international funds and gold bullion (hedge dollar), individual stock holdings (higher volatility), and employer stock. Most standard asset allocation approaches ignore the reality that company stock plans are the driving force (requiring careful tax management) in the portfolios of many employees. Reality requires that “Recreational investments” in individual stocks, which involve ad hoc stock picking based on market timing systems and are comparable to gambling, carry a different risk component for small investors because there is not enough money to diversify adequately. Equities provide growth during periods of prosperity. They are the engine that has enabled many families to greatly increase their net worth.
Tax Deductions
Income Tax
We provide comprehensive and segment financial advice on an independent and objective basis. Comprehensive financial advice includes investment portfolio, cash flow management, income tax management, estate planning, retirement planning, risk management, educational funding, business planning, employee benefit planning and other client benefits.
Tax Return Preparation
Business and executive coaching services with an emphasis on entrepreneurial ideas such as professional and business goal implementation, organizational structure, strategic planning, life balance issues, revenues/income growth, marketing strategies (including intro to personal public relations/networking), professional mastery and success strategy implementation. Can include tax return preparation as well as quarterly financial statement preparation
"We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase/sale of products."
Mutual Funds
After graduating with a degree in Accounting, from the School of Business & Industry at Florida A&M University, he served as a Senior Auditor for Ernst & Young in Atlanta where he managed many diverse audits from cotton mills to non profits to mutual funds. Ed then served as a Financial Analyst at IBM before founding his companies.
In the early evolution of the firm service offerings centered around individual and small business taxes and accounting services. The focus then and continues to be on how to help clients KEEP MORE OF WHAT THEY MAKE.
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Retirement Planning
Asset Management
We use a Functional Asset Allocation (FAA) approach to investing. We find that each asset category serves an important purpose in people’s lives. For example, although most money managers recognize real estate as a separate asset class, they do not consider it when constructing an asset allocation model. The value of your personal residence represents more than a straight financial calculation would indicate. A great deal of your home’s value is in your own enjoyment of it. The enjoyment can not be accounted for in fancy computer models. For professional money managers, it does not exist. It is also usually the largest and most profitable investment a family has. In our model, it is recognized as the best protection against inflation.