Us

PICTURE US AS A TEAM….SAVE ON TAXES, START NOW:


OUR EXPERTISE:pne_20190512_134413

Our team principle holds an accounting degree, real estate (multi-state) brokerage licensing & other licenses and designations that will help you from a ‘bigger picture’ perspective of YourVISION. Makes your picture come together w/:

  • setup consulting
  • Quarterly or Annual Reviews
  • property portfolio brokerage via RealtyNetWorth.com & nationwide moves via AllOverUSA.com
  • online client YourSpace247 portal
  • forensic consulting and services to ensure ‘arms length’ fiduciary protocols

We are part of a totally unique referral network of long established professionals that work together to maximize your return on investment of you time, talents, and finances. We simplify processes, minimize taxes, review your situation on a re-occurring basis, make recommendations, and then assist with the implementation of those recommendations.

Affiliate referral professionals are professionals with years of experience, licensing, and have your interests in mind.

Contact us today and get a free review of your situation & any recent years tax filings, let us introduce ourselves. We’ll show you all we can offer you !

BRING YOUR OWN ACCOUNTANT – for REALTY BROKERAGE CLIENTS:

Our approach has been numbers based since we opened in 1982. It also values “wisdom in the counsel of many”. As such, we will gladly work with your accountant through your process of property transactions. Its important that you have financial counsel before, during, and after realty activity. We offer referrals from local professionals we’ve screened. [Accountants contact us]

pers_planner_penFOR APPOINTMENTS, < GO HERE.