Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand how personal financial challenges families face today can be overwhelming. Our commitment is to utilize all our resources to help you overcome these challenges and pursue your goals.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Investment services are offered by Clyde J. McKay, CPA, PFS and Louis DeRito, CPA, PFS through their affiliation with Avantax Investment Services^SM.