Our vision is to reduce the stress of financial decision-making and help you reach your financial goals so you can live the lifestyle you've worked so hard to achieve. Find out if you're on track to a successful retirement by taking our Retirement Assessment quiz.
How a Cut in the Gift and Estate Tax Exemption Will Affect You - The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.Top Combined Capital Gains Tax Rates Would Average 48% Under Biden's Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920's.
How a Cut in the Gift and Estate Tax Exemption Will Affect You - The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.Top Combined Capital Gains Tax Rates Would Average 48% Under Biden's Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920's.
Services
Our Goal: To help our clients create a "Quality Life Plan" allowing them to plan and control their financial future. Our "Quality Life Plan(R)" is more than a traditional financial plan. It incorporates your life style, your values, your financial interest and helps you design a plan to "take the if out of life(C)."
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