A COMPLETE PERSPECTIVE We provide much more than just tax preparation. We have grown since 1989 to provide advice and solutions for all aspects of our clients’ financial lives. We listen to you carefully and then go to work for you, developing customized financial solutions that are appropriate for your short and long-term needs. Our services give you simultaneous access to financial strategies, tax expertise, insurance, mortgage, and refinancing products as well as various investments. CERTIFIED & SIMPLIFIED We are a simplified, independent solution. When you turn to John Taylor and Don Kostka, you work with degreed, dedicated professionals who are Certified Public Accountants, Certified Financial Planners and, in addition, have life insurance, health insurance, and securities* licenses. This means we can simplify budget, tax, investment*, insurance, and estate planning into an integrated and comprehensive solution. We want to be your trusted, financial partner. Let us analyze your needs and provide you with solutions for your individual situation. Services Provided: Financial Planning Services, Investments, Insurance, Tax and Accounting, Retirement Planning, Mortgage Services, Notary Services Some things work best in combination... Life Insurance 401k* Annuities* Mutual Funds* 529 Plans* Long-Term Care Insurance Retirement Planning Tax Strategies Estates SEP/IRA* Brokerage Accounts* Trusts Disability Insurance Let us help you combine your financial life.