My name is Terrence Dotzler and I am a CPA specializing in the overall wealth management and the financial planning process. I provide everything from estate to retirement planning incorporating asset allocation and tax concepts. I like to think of my initial meeting with clients as a financial checkup, but not nearly as painful! My overall objective is to understand who you are (goals/risk tolerance/special issues), examine your current financial status, then provide you with a series of analyses that will allow you to view your financial plan from several different angles. In the end, my ultimate goal is to give you the control and ability you need to make efficient and informed decisions. Essentially, I can provide a “virtual family office” for your financial needs, coordinating with the other professionals in your life.