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Get educated, empowered and excited about your financial future.

I need help with my...

Taxes

Start making sense of the numbers with an accounting pro.

Investments

Plan and protect your future with a Investments For You pro.

Not sure? If you’ve got a money problem, we can help you solve it. Ask us how.

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“We take the trust you place in us very seriously—and we treat your money like we would our own.”

Max Bingman, President

You Live. We Guide.

Figuring out your finances doesn’t have to be so hard. We’ve been in your shoes before—and we know how to get you from where you are now to where you want to be with your money through all-inclusive tax and investment support.

No gimmicks, no hidden costs, no annual fees. Just smart money management for you, your family or your business from go-to tax and investment pros who really get it.

SAVE ON YOUR TAXES

Chances are you’ve hit a brick wall or two when it comes to keeping the IRS happy. Save time, money and frustration by delegating your taxes to our team of accounting pros.

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Earn More On Investments

You need a pro who knows how to help you plan for and protect your future. We help you make smart money moves today and tomorrow for a better return on your investments.

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Single Point of Contact

Trust your go-to team of representatives to meet you where you are (no judgement!), provide a clearer picture of your money situation, and help you get where you really want to go financially.

 

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Ready to find your way financially? HERE’S WHAT WE CAN DO TOGETHER.

How can we help?
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Schedule a session with a tax or investment pro (no commitment!)

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Get clear on where you are now and where you want to go financially

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Hire us to help you build a plan and find your way to a better financial future

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Meet your team of go-to money pros.

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We’re hiring accounting
and finance pros.

Grow your career with us!

INTEGRITY.

Everything we do is for you and your long-term benefit.

GRACE.

We treat you like we want to be treated—with honor and respect.

TRUST.

It’s something we earn from you, not something we assume.

FAITH.

We put God and family first and let hope guide our steps.

GROWTH.

Failure isn’t fatal—it’s a chance to learn and rise up stronger.

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“Thanks to Max’s team, our family is on a path toward financial independence. We never could have done this alone!”

B. Eaton

Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success. 

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