Online Payment Processing Options

We proudly accept PayPal payments and offer eCheck and credit card payment options as well through the PayPal Payment Solutions gateway.  Please select the appropriate option based on your service selection with our firm.  Please feel free to call or email at anytime if you experience any issues with this service.  Payments other than cash or check are merely a courtesy for our clients.
Establish a Monthly Service Plan   

Membership Service Plan Features:
  • Set monthly rate
  • Inclusive of most services
  • Limited individual billing
  • No limits on service calls or email
  • Get your Advisors cell phone
  • Online Meetings with Advisors
  • Access to Client Folder 
  • Credits towards tax preparation 
  • Discounts on consulting services
  • Special pricing for Military, Law Enforcement and First Responders!
For more information of the various service plans we offer our clients go to: