All information contained in this website is only intended as information about the history, development and strategy of the firm’s tax service as well as other services. It is not to be interpreted as an offer to sell any particular security or product without proper consultation. Its sole purpose is informational to make people aware of the mission statement and ideals of the founder. Any mention of other related services offered by the firm are to inform that they are available after a consultation. People are only encouraged to come in or contact the firm to have their taxes prepared professionally and or design a financial plan. They would then have the option of receiving complete and personalized information to make an educated choice as to what products if any are suitable to their personal situation at that point if they so choose. Potential investment clients must receive prospectuses or any other legally required materials before any investment can be made.