We look beyond charts, graphs, and cookie cutter recommendations to understand what is important to you and your family. It’s not just money. It’s your goals and dreams.
We Are Independent - Like You
We can focus on what is best for your situation because we are independent. We are not under pressure to sell particular products because we are fee only. What we do have is a fiduciary responsibility to act in your best interest.
Almost everyone knows about the tax savings a retirement plan offers, such as a 401(k) or a 403(b). However, did you know for some tax payers there is a way to save twice, and possibly increase your refund? It is called the "Retirement Savings Contribution Credit," and it can be used even if you are contribution to a ROTH IRA.
In a few weeks’ time, we will be holding presidential and other office elections in the US. This election season has been filled with speculation and dire predictions based on predicted outcomes. What will happen to the economy and markets if Candidate A gets elected over Candidates B, C, or D?