Workman David S CPA

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We are a privately-held financial planning practice with no obligation to sell or recommend the services or products of any other agencies, brokerages or financial products distributors.

Being independent allows us to evaluate your current situation, assist you with strategies for your particular situation, while simultaneously seeking to provide you with unbiased advice.

We are dedicated to providing you with comprehensive and objective financial advice on a fee-only basis, always keeping your best interests above our own.

In today’s complex world, it is impossible for one person to specialize in everything, and risky to rely on a single individual for your financial future.

Financial Life Advisors utilizes internal and external subject matter experts to serve your needs. Utilizing multiple professionals leads to more concise and informed advice.

There are always multiple advisors familiar with your situation and a live person is always available to answer your questions and meet your needs.

Financial Life Advisors will look at your unique situation and guide you through both tax and investment decisions!

Does your portfolio’s risk level match your needs and goals?