Zerah

The firm has developed a niche market servicing the needs of closely held businesses, and the closely held business owner, as well as specializing in all aspects of personal financial planning. Our personal and fundamental knowledge of these areas gives us the ability to produce results for our clients, combining pragmatism, creativity in problem solving, and careful "hands on" management. Our philosophy is to develop strong client relationships, listening carefully to the needs of the client. We are committed to the interests and priorities of the client, always striving for results-driven involvement in every instance. Since 1981, we have met the challenges of our clients-and our client-focused perspective positions us to deal effectively with the challenges that invariably arise. Our expertise stretches across a wide range of industries, including manufacturing, distribution, real estate management, contractors, Taft-Hartley employee benefit plans, printing and professional organizations. We possess an in-depth knowledge of each industry we serve in order to properly respond to their related financial reporting, tax and business issues. In a closely-held business environment, the needs of the business owner are closely tied to those of the business. We blend our strategies and services to accommodate the full range of personal and business objectives and goals. In addition, as the "trusted advisor", we possess the in-depth knowledge of our clients to "quarterback" all aspects of their personal financial planning needs, including plan design and implementation.