As 2018 comes to a close, we want to make you are prepared and positioned for a wonderful year ahead.

If you have not done so already, please post an electronic copy of your 2017 tax return to your secure investment portal. Tax planning is an integral part of our service offering, and we work to deliver to its fullest extent.

We will also be in contact in the next month if you have not yet fulfilled the Required Minimum Distribution (RMD) for your retirement accounts this year. Doing so avoids a possible 50% excise tax on the amount mandated for distribution.

Of course, we are always available to discuss whatever financial matter matters to you, be it for 2019 or beyond.

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2024 Mid-Year Update Webinar

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