Our Mission

How We Work

My goal is to provide accurate tax and financial advice to each client; along with an understanding of the investment strategies you need, in order for you to pursue your financial goals. By working with you to implement investment strategies, tax planning, insurance needs analysis, and modern money management programs, you will be able to plan for your retirement, plan for a dream vacation or a new home, fund your children's or grandchildren's educational needs, and work towards achieving your personal and business financial objectives.
-David Ferguson, Jr., CFS® Tax and Financial Advisor

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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