Income Tax Preparation...
Chad's goal is to minimize your tax liability at a reasonable fee.  Chad takes pride in relationships and providing his clients with solid tax advice throughout the year.
* Chad is licensed to prepare taxes in ALL 50 states...distance is NOT a factor !!
      √ CLICK HERE to Contact Chad about your tax preparation needs


Residential Home Loans...
Chad starts with understanding his clients' current financial position, along with their future goals....then he helps them acquire the appropriate loan.
      √ CLICK HERE to Contact Chad for help with your home financing


Household Finances Coach...
Chad believes you can have just about everything you WANT, if you first focus and attend to what you NEED.  It is a game of "Needs First, Wants Next" (Notice this does NOT say "Needs First, Wants Never")
         -Is your family accomplishing its Financial Goals?
         -Do you have a working Spending Plan?
         -Have you established a Will/Trust?
         -Do you have Life Insurance?
         -Are you safeguarded against Identity Theft?
Get your life on track by taking charge of your finances and creating a plan for your future.
      √ CLICK HERE to Contact Chad and set up a Free Consultation regarding your Household Finances