Thoughtful advice designed to create momentum
© Copyright 2014 -
222 International Drive, Suite 160
Portsmouth, New Hampshire 03801
Phone: (603) 431-
Fax: (603) 430-
Email: [email protected]
We are your watchdog and trusty companion.
We are fiercely protective. We are fiercely loyal. Our enthusiasm for our work and clients is boundless. We listen to our client’s needs and concerns, and provide comfort and guidance in times of transition and evolution.
We’re not your grandparents’ accountant. (Though we are sure he was a lovely person.)
We are fun to work with! Our clients enjoy coming to meet with us and we tend to have pleasant interactions. People laugh around here! We have a dog! (His name is Uno. He likes long walks on the beach, homemade kibble and lazy Sundays spent on the couch watching Scooby-
We do things differently.
We apply right brain creative thinking to a left brain field to provide unique strategies and bold solutions. While we hold the pillars on which financial management are built in high esteem—and have over thirty years of experience under our belts—our skills and services emphasize the creativity and adaptability required to thrive financially and build wealth.
Our values are deeply rooted in personal integrity. We strive to be at the forefront on business and practice social responsibility. We specialize in the creative application of financial, legal, and business knowledge, and we insist on providing exemplary service and empowerment to our clients.
We see financial health as a holistic process.
We help identify and manage all the moving parts that will help you optimize your financial vitality in both the short and long term. We tend to the details that create the big picture. From developing a business plan to wealth management to estate administration, we assist our clients in accomplishing financial well-
When you like what you do, you do it well.
We love what we do. We’re into it. We stay tuned in to social and economic shifts and use this insight to help our clients capitalize and thrive. We enjoy a creative financial challenge – from strategizing the development of a sound estate plan to spearheading a new company’s implementation. We enjoy brainstorming through all phases of your personal or professional development.
What we won’t do.
You won’t hear us say, “That’s not our job.” We are an “all hands on deck” firm. We wear many hats. If we don’t have the exact answer for you, we will utilize our extensive, vetted referral sources to get the job done. We won’t leave you hanging. If you engage our services, you’re part of the pack.
What you should do.
Review our Menu of Services, then get in touch! Call or email Hillary to schedule an appointment to meet us, and Uno too! You won’t be disappointed!
As dictated by Anne’s CPA license, we have always and will continue to adhere to strict confidentiality of all nonpublic client information.
We collect nonpublic information about you from the following sources:
Information we receive from your tax preparation worksheets and other documents that we use in preparing tax returns and forms.
Information about your transactions with financial institutions.
We do not disclose any nonpublic information about our clients to anyone PERIOD! (We do not even disclose who our clients are without express permission.)
If you decide to terminate your professional relationship with us, we will continue to adhere to the privacy policies and practices as described in this notice.
We restrict access to your nonpublic information to those employees who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic information.”
What you say here, stays here!