Introduction

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Jim and Anna focus on the financial health of both business and individual clients. They believe that integration of financial planning and tax planning is a winning strategy for clients and provide clients with tax advice, tax prep, tax planning and financial planning services.

* LPL Financial and SFG Wealth Management do not provide specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

CPA

As a Financial Planner for more than 10 years, Jim focuses on the financial health of both business and individual...

As a Financial Planner for more than 10 years, Anna focuses on the financial health of both business and individual...

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