Client Access
We utilize the latest technologies to ensure that your confidential information is protected.
Please contact our office at (805) 473-1040 if you need any assistance with the below.
5-minute semimonthly newsletter
we understand, You’re busy
we’ve built our newsletter with that in mind
Our newsletter isn’t pages long with a bunch of articles that no one reads. It isn’t written by some faceless corporate entity. Daniel Rohr writes our newsletter. It has one personal financial item, one business financial item, a tax news section, and maybe a bit about what is going on with the Firm. We hope you subscribe and we hope you like it!
Click Here for an example