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 November 11th

UNAFFORDABLE FOR MANY The median home price in June 2019 in San Francisco ($1,466,900) was more than 5 times the median home price in Phoenix ($280,000), i.e., by moving 754 miles southeast from the … Read More

Fun facts: Week of November 4th

HEALTHCARE A quarter of all U.S. health-care costs- adding up to $760 billion to $935 billion- comes from “administration complexity” or waste. (Source: ABC News, October 20, 2019) JUST FIVE … Read More

Fun facts: Week of October 28th

MOST CUT RATES 24 out of 41 central banks of the world’s major economies (59%) reduced their key benchmark interest rate during the 3rd quarter 2019, including the Federal Reserve of the USA. Just 3 … Read More