Have you read our latest wealth management insights?
We have a legal obligation to act in your best interests.
A risk management approach using hedging techniques and attempting to uncover hidden value.
Our income is derived solely from our clients, our loyalty is to our clients not a large bank.
If you itemize your deductions the IRS allows you to deduct up to 50% of your adjusted gross income to any donations made to a qualifying charity. However, with the standard deduction doubling many people will lose the ability to itemize. If you no longer itemize but still wish to donate to charity, please contact us to hear about alternatives.
Don’t have a charity in mind?
Check out our great partners.
It is important to review your portfolio and accounts frequently. Having a plan is important, however we believe the execution of the plan is just as important. Otherwise it can quickly become a useless packet of paper. Please reach out to us if you would like to discuss any of these areas further.
This is where we can help, Call your Investment Specialist TODAY.
We look forward to your call.