Sachetta Callahan: For Life’s Road Ahead.
Your financial goals aren’t just about numbers in an account. They represent real life.
We treat business owners with respect, understanding, and a big picture approach.
WE BELIEVE IN A HOLISTIC APPROACH, ADVISING OUR CLIENTS ON ALL ELEMENTS OF THEIR FINANCIAL WELL-BEING.
OUR LEADERSHIP TEAM ARE CPAS WHO HELP OUR CLIENTS MAKE SMART, FULLY-INFORMED DECISIONS REGARDING THEIR FINANCIAL FUTURE
FROM OUR BLOG
Retirement Planning vs. Financial Planning: How They are Different, How They Work Together
There’s some understandable confusion about the difference between retirement planning and financial planning. Sometimes people might use these phrases interchangeably, not realizing that they have distinct meanings. After all, doesn’t a financial planner help […]
Incentive Stock Options (ISOs) vs. Non-Qualified Stock Options (NSOs): Understanding Employee Stock Options
When you’re new to employee stock options, there’s a lot of — sometimes confusing — information to absorb before you can make any decisions. The difference between incentive stock options and non-qualified stock options […]
Starting a New Business? Choosing an Entity Structure (And Other Incorporation Considerations)
Are you picturing running a modest one-person operation, or planning to build a business empire that outlives you? If it’s the former, your new business might be well suited for a sole proprietorship; if […]