Hello my name is Brian Sommerfield

As your financial coach, my goal is to help you develop an understandable and attainable financial plan that increases your cashflow.

Our Services

  • Debt Management

    There are three types of ways to use money. Let us teach you the difference between good debt and bad debt.

  • Retirement Planning

    Traditional planning focuses solely on accumulation. We focus on the distribution phase and how to best incorporate the tax code.

  • College Funding

    College gets more expensive every year. We’ll help you plan and save for your children’s future, better position your money for FAFSFA, and show how the tax code can be used in your plan.

  • Estate Planning

    A well-organized estate is one of the most thoughtful gifts you can leave your family.

  • Tax Planning

    We look at more than just your current year tax obligation. Some decisions require you factor in your life time tax obligations.

  • Business Consulting

    As a public accountant and owner of many businesses, we have been helping business owners for over 30 years.