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 May 20th

BABY BOOMERS Some 31% of baby boomers predict they will work past 70… but studies have found fewer than 10% actually do. (Source: Market Watch, April 10, 2019) ONE OUT OF FOUR 24% of the 535 … Read More

Fun facts: Week of May 13th

DOWNTURN The United States has been in a recession during just 83 months over the last 50 years, equal to 14% of the months during the last half century. (Source: National Bureau of Economic … Read More

Fun facts: Week of May 6th

PAYCHECKS Despite 100 months of uninterrupted job growth in the U.S., 78% of Americans live paycheck to paycheck. (Source: CNBC, April 10, 2019) DOLLAR BILLS In 2011, a typical dollar lasted for … Read More