After 35 plus years as financial advisors and consultants in the banking industry, our core group, comprised of CPAs, Bankers and Bank Software Sales Consultants, decided to form this company in June 2009. Our focus is to to provide professional services for small to mid-size community banks to assist them with their financial, regulatory and tax management needs to stay ahead. Last couple of years, we have added the tax planning for high income and high net worth individuals and business owners, including but not limiting to community bankers. Our savvy social security planning and retirement road map have becoming our favorites among our clients due to the continue growth of the baby boomers these days.