Financial freedom your way!

[No worries,No commissions,Less taxes,More options,All for you]

Wealth Management

Fee-only investing: your money working for you, not Uncle Sam.

Financial Planning

Live your dreams: our CPA and CFP® professionals will get you there.

Tax Services

Integrated tax strategies: we’re on top of it so you pay less.

Guiding you down the path of reaching
your goals and aspirations in life is our number one priority

What we believe?

Teamwork ultimately leads to the best decisions and most valuable client service. R&A is one team, all members actively engage in our client’s success through cooperation and sharing ideas, information, and opinions.

Latest news

Learn About Our New Book!

Based on Sheryl’s 30-year career as an award winning and highly acclaimed financial advisor, this book provides the critical advice and guidance people need, tailored to their specific stage in life.
Partnership & certifications
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