What factors should I consider before making a mutual fund investment?

  • How has this fund performed previously?
  • Is there a load? What fees are associated?
  • How often will they produce statements?
  • What does the fund invest in?
  • Are there any specific risks related to this investment?

About Us

For over forty years, our firm has been providing quality, personalized financial guidance to local, national, and international individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We have a wide background in audits and numerous initial offerings for a varied number of clients.> Read more »