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Uniquely positioned as tax & financial professionals to help you navigate both worlds.

We will analyze your situation, identify your future goals and put a strategy in place to pursue those goals, all while making decisions to help minimize your tax burden.  


Tax-Focused Financial Planning and Investment Management

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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