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