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The process of financial planning often requires an experienced team of professionals. With you as CEO and your advisor acting as CFO, navigating your complex financial goals, preferences, and risk tolerance can give you the confidence to focus on what matters most.

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With a combined total of over 100 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

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At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard to build, and pass a legacy on to the next generation.

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Don’t you deserve a personalized financial roadmap?

Have you ever worried if you'll have enough to retire? How will you protect what you've worked hard to build? Can you leave a family legacy? Most people struggle with these same questions. You're not alone, and we're here to help.

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Learn about financial strategies with educational articles

As industry specialists, our advisors share a wide range of financial planning, tax reduction, investment, and charitable strategies to help you meet your financial goals. Check out our most recent articles:

Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

Understanding Private Foundations

Posted on February 28, 2024

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of

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Ways to Reduce Your Tax Liability depicted by Woman courier with backpack checking information for delivery in the city

Ways to Reduce Your Tax Liability

Posted on February 15, 2024

Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances.  Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Reducing Your Tax Liability Two such situations include working in

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Backdoor Roth IRA Contributions

Posted on January 25, 2024

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in 2010 by a provision to the Tax Increase Prevention and Reconciliation

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