Why Great Coffee?

We get that question all of the time. We think that it symbolizes the fact that we have a solid work ethic and strive to give good, old fashioned service to our clients. When we share a cup of coffee together, we want you to do all the talking. Tell us what’s important to you…your needs…your goals. That's how we discover what we can do to help make your dreams come true.

As our client, here are some of the things you can count on from us:

  • We enjoy having a cup of Great coffee and listening to your individual needs.
  • We look for the simplest solutions to achieve your goals.
  • We explain your tax return or financial situation to you in clear language and explain our recommendations in terms you can understand.
  • We stand behind our work 110%.
  • We understand how to use technology to make your life better and simpler.
  • We have the experience in financial planning to help guide you safely towards financial independence and retirement.
  • We roll up our sleeves and get the job done. We persevere until the problem is solved.
  • When you need answers, we’re extremely responsive.

We hope that you now have a better understanding as to why we have made Great Coffee our emblem. It symbolizes those ideals we feel are most important when serving you.

By the way, it really is Great Coffee!

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Phone: 757.873.8585 • Fax: 757.873.8586
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