Our primary focus is serving as a holistic adviser to clients,
offering
integrated tax, estate, and personal financial planning in addition to
investment advisory services.
ARE YOU AS CONFUSED ABOUT THE HEALTH CARE CHANGES AS WE ARE?
If you are nearing the age to sign up for Medicare or already have a Medicare Plan, THIS IS A MUST FOR YOU!
Wednesday, October 13th could be one of the most important days for you this year.
Because of all the changes in Health Care this year, we are offering seminars on Wednesday, October 13th at both 10am and 1pm. Please call our office to register as space is limited.
Client Eduction Events
Upcoming Client Education Events, Watch for dates and times:
"Navigating Choppy Seas" by Genworth Wealth Management
"Saving on Capital Gains Taxes While Creating a Private Pension" by Yellowstone Trust Administration "How does the Healthcare Bill Affect YOU - Tax Changes and Medicare Options" GTS and other presenters too.
