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 As members of SOFA, the Society for Financial Awareness, we donate time in the community by conducting no-cost, no-obligation financial education to individuals, companies, and organizations. Our financial education  seminars satisfies the Department of Labor's ERISA 404(c) Requirement for companies offering any type of defined contribution pension plan to employees.  

Hubert provides outstanding client service due to our dedication to the three underlying principles of professionalism, responsiveness, and quality. Hubert has managed the Accounting and Finance Departments of many companies and brings to the firm special tax expertise and experience gained for over 25 years from working with individuals and corporations.