Does your financial strategy line up with your tax strategy?

That’s where we come in. Take control of your retirement. Schedule your phone call with a fiduciary financial planner to get started!

NEW WEBINAR SERIES

If you have an IRA, 401(k), stocks, mutual funds, and other investment accounts, this webinar is for you. There is nothing that will impact your retirement quite like taxes.

Future tax rates are going up and your retirement accounts will be taxed more than you think.

Not to mention the costly impact of Social Security taxation. Click below to watch the 30-Minute, LIVE, NO-COST WEBINAR! Weekly Q&As.

Fiduciary Fee-Only Financial Planning

A smarter way to pay for financial advice

As a fiduciary firm, we believe that investors should pay a credentialed financial advisor a fair flat fee based on the advisor's financial experience, education, and the services that they provide. Our flat fee pricing encompasses all aspects of retirement planning, not just investment management.

Learn More

LISTEN

Listen to the show at 9:00am, 2:00pm, or 9:00pm on Sundays on WGTK AM970 or stream live on the iHeart Radio app!

READ

In today's changing world of retirement, not only must you weather the volatility of stock and bond markets, you must also protect yourself against the taxes that await your nest egg, the soaring cost of custodial health care, and the uncertainty of Social Security.

BUY ON AMAZON!

If you have money in a 401(k), 403(b), or IRA, you could stand to lose far more than you think to federal and state taxes. In this book, we detail not only the threats you face, but strategies that can free your retirement savings and Social Security benefits from the grip of the IRS.