OUR INTEGRATED TEAM CAN CONDUCT YOUR WHOLE FINANCIAL ORCHESTRA
Perhaps you have a CPA who prepares your taxes, an attorney who prepared your legal documents, and an investment advisor who is giving you investment advice. But do they know each other? Are they working together to create a cohesive, integrated plan for your financial future?
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We have one goal—to help you create the best financial future possible. There are no do-overs in retirement, and we will help you design a logical and thoughtful plan so that you can retire with peace of mind.
By Yvonne Marsh, CFP®, CPAA retired couple came to my office recently to talk about their investments. In the course of our conversation, the husband wondered aloud how he could have lost a third of [...]