What We Offer
Effective, plain English retirement planning, 401k rollovers for individuals/couples and low cost small business retirement plans are the hallmarks of our firm.
Flourish…simply wealth, our boutique women’s financial planning division uses a holistic guidance approach to help women to pursue their lifestyle goals by working to eliminate the fear, confusion and stress associated with investing and financial planning. Instead of encountering long-winded stockbrokers and Wall Street jargon, at Flourish you’ll discover our differentiating qualities, listening, perseverance and compassion.
Take advantage of our expertise by allowing us to provide an educational presentation at your organization or providing a timely article for your publication.
Jullie Caniford has been a Certified Public Accountant for over 14 years and brings a unique perspective as a financial advisor to her clients. Jullie's background allows her to not only analyze the tax consequences of certain investment choices in a client's portfolio but relates those bottom line results to clients in an easy to understand manner so clients can better assess their current tax situations.