Services Menu

While our menu of services is comprehensive you can choose just the services you need or ask for our help developing a complete financial plan.

• Tax Services for Individuals and Businesses 
• Strategic Tax Planning
• Investment Advisory *
• Wealth Management*
• Estate Planning and Administration
• Financial Planning*
• Retirement Planning*
• Education Planning*
• Insurance and Family Risk Management*

* These services are offered by David Workman and Thomas Xenakis through their affiliation with Avantax