Special Needs Planning
My wife and I have adopted 7 children, 4 with special needs (Down syndrome). As you can probably understand planning for those with special needs holds a special place in my heart.
Ed Slott's IRA Edge
With the ever changing tax laws, IRS rulings and financial climate, it is more important than ever for advisors to continually invest in their education.
Tim Bogert on PBS
I have appeared with Ed Slott on PBS over 35 times since 2009 and have held my Master Elite status since 2007.
Our P.A.C.T. To Our Clients
Get a Truly Comprehensive Written Lifetime Financial Strategy that is appropriately aligned with your most important goals and most deeply held values.
Retirement and Estate Planning
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to find out if your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that seeks to meet all your needs.
