Taking a Step Towards

Tailored Advice for


For Your Changing Needs

Financial Strategies for Your Changing Needs

Our team has developed and refined a process to help you implement strategies to reduce the impact of income taxes on your investment assets throughout retirement. It is a dynamic process that adjusts to your situation and the ever changing financial landscape to help you meet all of your retirement lifestyle goals. We call it our STAR process: Strategies to reduce Taxes on investment Assets throughout Retirement.

Fun facts: Week of August 19th

A LOT IN A FEW Of the 532 bank failures that have occurred in the USA during the 15 years ending 7/31/19, 51% (270 failures) have taken place in just 4 states- Georgia, Florida, Illinois and … Read More

Fun facts: Week of August 12th

HOME PRICE The median sales price of existing homes sold in the USA in June 2019 was $285,700, a record price. However, the median sales price of existing homes sold in July 2006 ($230,200) is equal … Read More

Fun facts: Week of August 5th

NO COMMUTE NECESSARY 24% of American workers did some of their work or all their work from home in 2018. (Source: Department of Labor) BUYING FROM THE USA The top 5 countries purchasing American … Read More