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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. 

We offer many products and services, including:

  • Individual and Corporate Income Tax
  • Business Planning and Bookkeeping 
  • QuickBooks Assistance 
  • Investment Management*
  • Retirement Strategies* 
  • Estate Conservation 
  • Insurance and Annuity Products*

*These services are offered by Jim Durham through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.