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 September 13th

THE FIRST ONE The CDC has changed the date of the first US death from COVID-19 from 2/6/20 to as early as 1/11/20. The CDC now believes 6 COVID-related deaths occurred before 2/6/20. (Source: … Read More

Fun facts: Week of September 6th

BOOM TOWN Phoenix was the 99th largest US city in 1950 (106,818 people). Phoenix is the 5th largest US city today (1.61 million people), per the US census. (Source: Census Bureau) RED … Read More

Join us!

Our Fourth Annual charity event is just around the corner and we are very excited to return to the Madison Marriott West to host Trivia Night on Friday, October 8th! While we are excited to raise … Read More