Join us on our monthly webinars which discuss how the new TAX Plan affects you.
Good financial planning and ongoing monitoring of your financial plan requires that we all stay up on the latest tax laws. I invite you to take a few moments to read over this white paper, it has some key information and data that I think may be helpful to you. If your current advisor or planner is not asking these questions or keeping you informed, they should be or you need to be asking them how does this affect my plan?
Send me a personal email and i will send you a personal invite or fill out confidential form to get started.