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 January 17th

WORTH MANY TRILLIONS The US stock market grew by $12 million in calendar year 2021, from $41 trillion as of 12/31/2020 to $53 trillion as of 12/31/2021. 10 years ago (12/31/2021), the US stock market … Read More

NEW Education Event

Our first 2022 virtual Education Event is scheduled for Monday, January 24th! To learn more and register online, please visit our Client Educational Events page. We look forward to seeing everyone … Read More

Fun facts: Week of January 3rd

PANDEMIC COST The average cost of care for an individual infected with COVID-19 virus who has insurance coverage and required hospitalization in $29,000. That average cost soars to $156,000 if the … Read More