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Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.
As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.
We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing taxes and unnecessary investment expenses.
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A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
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President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the proper due diligence in choosing an advisor should provide long-term benefits and peace of mind for all parties.” Read More
*President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may lessen the sting. Read More