
Our
Team of Financial Advisors
(Back row) Randall L. Kaup, CPA
Alan E. Wolters, CPA
James W. Harting, CPA
Samuel J. Moorman, CPA
(Front row) Mary Jane Koesters
Marlene Gagel, CPA
Financial Advisors, who are also tax professionals,
provide clients with a complete “wealthcare” solution which
considers each client’s unique investment strategy and the potential
tax implications of those investments simultaneously.
Investment transactions can have severe tax consequences, too often
these consequences are not realized until it is too late. Financial
/ tax consultants, who traditionally have greater insight into your
finances, can offer appropriate
investments that are specifically tailored to meet your investment
needs and
minimize your “tax bite.”
Let Our Team of
Financial Advisors Help You
Plan For Tomorrow while you Live for Today