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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Client Portal

Kids Can Be Expensive! Here Are Some Tax Breaks to Help.

May 28, 2026 | Finances, Planning

Kids Can Be Expensive! Here Are Some Tax Breaks to Help. Once Congress and the Executive Branch decided the tax code was for more than collecting money to fund the government it opened the door to understanding how the rules impact parts of your situation. One of the...

Higher Student Loan Payments on the Near Horizon

May 7, 2026 | Finances

Higher Student Loan Payments on the Near Horizon The Department of Education recently announced that student loan borrowers who were awaiting loan forgiveness decisions will soon need to select a new repayment plan due to final determinations by the Supreme Court....

Don’t Overlook Renters Insurance

Mar 10, 2026 | Finances, Planning

Don’t Overlook Renters Insurance Do you rent an apartment or condo? If so, do you have renters insurance to protect your belongings and to cover you against liability claims? A surprising number of renters don’t bother with insurance. Some assume they’re covered...