To help clients achieve financial freedom by providing Fee-Only Financial services with a relentless focus on Personal Attention and Trust.
We refuse commissions. We do not sell financial products. We are fee-only!
We have all the right skills, knowledge and experience to advise you!
We are honest and trustworthy. We work hard to win your confidence!
From Our Founder, Vid
My Quest for Unbiased Advice Led Me Here
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.
Vid Ponnapalli, MS,CFP®,EA
Who we serve
Physicians and Dentists looking for Tax-efficient wealth management
Empty nesters planning for retirement and tax efficient retirement income
Busy, mid-career professionals seeking financial advisory and tax services
Families with young children
Families with young children committed to take control of their financial future
Working with Generation X families is our speciality
We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax preparation services.
College Savings Analysis, Employee Benefits review, Retirement Planning, Financial Goals, Investment Analysis, Estate Planning, Insurance Review, Debt Management
Investment Analysis, 401(K) Reviews, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS
Tax Related Services
Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies, Tax Preparation, Help with Tax Issue Resolutions
1-Minute Financial Assessment
In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide Instant Feedback on your current situation.