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 January 13th

POPULATION Between 7/01/18 and 7/01/19, the Census Bureau estimated that the US population grew from 326.688 million to 328.240 million, an increase of just +0.48%, i.e., less that ½ of 1% growth … Read More

Fun facts: Week of January 6th

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. Millenials were … Read More

Fun facts: Week of December 30th

MIND BOGGLING Our national debt is $23.1 trillion as of Thursday, December 12, 2019. If the United States was to pay down the national debt by $1 million a minute, i.e., $1.44 billion a day, it would … Read More