Taking a Step Towards
FINANCIAL INDEPENDENCE

Tailored Advice for
YOUR RETIREMENT

Understanding
WHAT'S IMPORTANT

FINANCIAL STRATEGIES
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 June 17th

LAST YEAR US companies exported $120 billion of goods to China in 2018. Chinese companies exported $540 billion of goods to the USA in 2018. The current US-China trade war began with the … Read More

Fun facts: Week of June 10th

LAND OWNED The federal government owns about 640 million acres of land in the United States, about 28% of the total land area of 2.27 billion acres. It owns about 46 million acres in California … Read More