FINANCIAL

PLANNING

SERVICE

From student loans to small business planning, Brian's here to help you achieve your financial goals.   

STARTUP SERVICES

Brian's has your long term financial objectives in mind.

Brian is certified with the California State Board of Accountancy and stays current with continuous certifications and seminars to ensure he is up-to-date with the newest information, laws, regulations, and techniques.
 

STUDENT LOANS AND INDEPENDENT BUSINESS ADVICE

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Tax planning

Plan for your taxes before your business is off the ground. 

 (860) 255-8293

Bookkeeping

Learn how to accurately keep records.  

Federal and State Forms

Apply for special repayment plans and student loan forgiveness.  

Company Structure

Decide which legal business entity is best for you.