We have positioned our firm as a specialized service within a unique niche, so as not to be a competitive threat to any other advisors in the financial sector. Conversely, our technical expertise is designed to only compliment and accentuate every other advisor in all financial fields – legal, tax, investment and other – with the goal of helping better administrate and secure their planning so that their client’s can continue to prosper.

In this fashion, we have created an extensive network of best-of-class Advisors who can help support our other strategic partners who may need guidance and technical backing. We take a “private club” approach to Advisor connectivity and view quality partnering with good people as a mode of survival in today’s rather cut-throat world.

We therefore offer our services and resources with no hidden agenda and full disclosure. Our reward is you enjoy an honest relationship and decide to use us as your lifetime administrative resource and back-office technician. Lastly, please take advantage of our services to get the message out to your professional network, with the common goal of helping to protect our small business community.

Advisor Testimonials

Please contact me for my personal endorsement:
Phone: 949-236-5650
Email: philip.wilson@marcumllp.com
Phil Wilson, CPA - Partner-In-Charge, California - National Practice Leader, Tax Controversy Group, Marcum, LLP
Please contact me for my personal endorsement:
Phone: 650-694-4616
Email: dan@retirementadmin.com
Dan Harding, President, Retirement Administration, Inc.
Please contact me for my personal endorsement:
Phone: 530-273-3200
Email: george@sgcap.biz
George Graziano, CPA, Scinto & Graziano, LLP
Please contact me for my personal endorsement:
Phone: 415-515-5005
Email: jon@optimafis.com
Please contact me for my personal endorsement:
Phone: 530-885-6695
Email: slg.dshafer@gmail.com
Dave Shafer, Esq., Shafer Law Group
Please contact me for my personal endorsement:
Phone: 916-774-4208
Email: cam@muncpas.com
Chris Mann, CPA, CFP - Tax Partner , Mann Urritia & Nelson CPAs & Associates, LLP

Our Alliances