About Us

Our team has more than 50 years of finance and accounting experience. With our large service menu and personalized approach, we will make sure all your needs are met.

The SecurEdge Tax Strategies Difference

Virtual Services

We offer a completely virtual service experience! There is to no need to come to our office unless you want to.

Financial Services

We partner with a local financial services company to assist you with retirement, investing, and financial planning.

Monthly Services

We offer monthly packages for our services or they can be purchased individually.

We know how important your finances are to you. You need a trusted financial advisor, and we are here to serve your needs. We can give you personalized attention with services that are on-time and accurate, so you feel confident in your financial standing. Let us become your financial partner.

- Angie McCarthy, CFP®, CDFA®, CRPC®

Our Values

Integrity

We believe integrity is doing the right thing at all times. We are committed to being honest and ethical in all that we do.

Customer Commitment

Our clients are our top priority. We provide on-time and accurate services to help you simplify your life.

Comprehensive Approach

We provide a complete financial analysis that includes your current and future needs. We help you meet your financial goals.

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