Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Our group of Independent Financial Advisers has over 70 years of combined experience in the financial services industry. Our client-focused approach is geared towards the individual needs of each client offering a range of solutions from simple asset reallocations to complex financial program construction.
While working with our clients through the development stage of their program into the implementation stage, they are continually educated and always an informed integral part of the process. Our combined client base is a diverse mix ranging from young individuals or couples beginning their life's journey to the individual or couples about to embark on the adventures of their "golden years" and beyond.
While working with our clients through the development stage of their program into the implementation stage, they are continually educated and always an informed integral part of the process. Our combined client base is a diverse mix ranging from young individuals or couples beginning their life's journey to the individual or couples about to embark on the adventures of their "golden years" and beyond.
Services
Don has assisted people in the planning and implementation of their personal and business financial goals for over 40 years. He helps his clients by concentrating on being responsive to their financial needs and objectives. Don accomplishes this by listening to his clients; as well as, asking them the proper questions to better understand their personal situation.
Our group of Independent Financial Advisers provides financial knowledge, products, and solutions for individuals and businesses. We serve as your advocate, assist you in the design and implementation of financial strategies while identifying and providing the products to maximize your wealth. Our goal is to give you maximum control of your financial future.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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