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One of the biggest mistakes we see is when people don’t coordinate their financial plan with proactive tax strategy. It may sound mind numbingly boring to you, but Dave’s experience at Zoller, Swanson CPAs has taught him to love the synergy between these key areas.
Since Toby founded Streamline 18 years ago, he’s been able to help 100s of families plan for retirement well. From solving complex planning situations to guiding clients from work life into retirement, he knows how to create a step-by-step plan to get you to where you’d like to go.
Tim realized in early 2008 that the financial world is unessecarily complex and it shouldn’t be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that our clients can make smart money decisions.
Tabitha helps run the office and is the voice you’ll hear whenever you call in. She’ll be able to help you with any question you have or get you to someone who can.
PaulClient Service Manager
Paul has the investment knowledge and the organizational skills needed to help make sure that anytime there is a change happening in your financial life, it’s done the right way with minimal effort from you.
PattClient Service Specialist
The amount of paperwork that’s needed in the financial industry can be a big pain for our clients. Patt’s here to make it as easy as possible for you so that you can save your time for things you actually enjoy doing.
Want to see if free planning session is right for you?