~ View ~
Tax services
I currently service hundreds of tax clients consisting of individuals, partnerships, corporations, nonprofits and estates. I am also a QuickBooks Pro Advisor.
Financial planning
I have been a Certified Financial Planner since 2001. I am also licensed to provide investment advice and asset management with my series six and seven licenses. My broker is HD Vest. I have access to a host of proprietary funds through this relationship but can utilize client preferred funds. this is the largest growth area of my business.
Consulting
The consulting portion of my services portfolio consists of small business consulting working with businesses to establish appropriate financial systems as well as assisting and cash flow enhancement and setting strategies to enhance the bottom line.
Sarah Robinson, CFP
My primary goal when working with clients is to help them understand financial manageability and to develop a plan for clients to become proactive with finances.
Clients have much more control over their financial situations than they think.
There is a tremendous financial freedom when they recognize that our money works for us, and not the other way around.