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 October 14th

OVER PROMISED, UNDERFUNDED The pension plans for state and local government employees nationwide are just 52% funded, i.e., the current fair market value of the assets backing public sector pension … Read More

Fun facts: Week of October 7th

TWO OUT OF THREE 65% of college graduates in 2018 finished their schooling with outstanding student loan debt. (Source: The Institute of College Access & Success) EACH AND EVERYDAY The world … Read More

Fun facts: Week of September 30th

TELEMARKETING Since 2001, the 61 Political Action Committees raised $349.3 million- but rather than donating it, they spent $344.3 million of it on telemarketing and direct mail fundraising. (Source: … Read More