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 December 9th

TOO MUCH PARTYING Just 2 of every 5 students (41%) that began college in the fall of 2015 completed their college studies and received at least a bachelor’s degree within 4 years of first enrolling. … Read More

Fun facts: Week of December 2nd

WAY BEHIND After adjusting for the impact of inflation, an average millennial in 2019 has a net worth 41% less than the net worth of a similarly aged adult 30 years earlier in 1989. Millennials were … Read More

Fun Facts: Week of November 25th

WOULD YOU LIVE THIS WAY? For the recently completed fiscal year 2019, i.e., the 12 months ending 9/30/19, the US government had total tax receipts of $3.462 trillion and total outlays of $4.447 … Read More