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We understand that not everything in life goes as planned. We assist our clients in preparing for the future through difficult situations.
Our services include:
- Divorce planning and consulting
- Qualified Domestic Relations Orders (QDRO) assistance for attorneys in order to legally distribute the assets of pension or retirement plans.
- Consulting on valuation of companies and business entities
- Tax and financial planning
Anthony “Tony” Cunha CPA, Principal, Investment Advisor Representative
“We aim to earn your trust as your key advisor for all financial matters in your business and personal life.”
Specializing in:
- Financial & Estate Planning
- Business Development Consulting
- Divorce and Litigation Support
- Business & Personal Taxation
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