The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Related Content

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

They understand the value of working with a financial advisor – someone with whom they can develop a dynamic relationship to build and preserve wealth.
They appreciate our highly personalized approach to organizing, planning, and succeeding.
They are goal driven and are willing to work with us to fulfill those goals.
They are passionate about their lives and are people with whom we enjoy spending time.
They are compassionate individuals who believe in making a difference in the lives of others.