Diane Halloway CPA/PFS, CFP

History

As a CPA, I soon realized that my clients also needed help with investment planning, retirement planning and other important financial decisions. I didn't like the advice they were being given. Who else could provide a better platform for financial planning than a tax professional that also had the expertise to help in this very important area. I decided to earn the creditionals I believe are so important in being able to assist my clients in their financial planning decisions. First the most recognized creditional, CFP (Certified Financial Planner) followed by the PFS (Personal Financial Specialist) the only Financial Planning creditional recognized by the AICPA (American Institute of Certified Public Accountants) and finally the CSA (Certified Senior Advisor) educating me in matters that are important to seniors like Social Security, Long Term Care Insurance and much more. In addition, I acquired securities, insurance and advisory licenses to compliment my other skills.

Specialties

We specialize in Tax Preparation, Financial Planning, Estate Planning, IRA Rollovers, Advisory services and Long Term Care planning. We help clients prepare for a dignified retirement. Assist them in educating their children and/or grandchildren and leaving a Legacy to those they love.