01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Insurance

Insurance is an essential element of any sound financial plan.
 

Money Management Strategies

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis. From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual...
 

Investments

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help address short- and long-term goals. For employers, I can offer assistance with savings and pension plans. 401 (k) retirement plans and Individual Retirement...
 

Individual Securities

Individuals have access to a variety of investment vehicles that can be used to help them meet their short and long-term goals. The suitability of one investment over another depends largely on the individual’s financial situation and his or her own preferences, priorities and tolerance for risk...

Articles

5 Tax-Saving Strategies to Keep More of Your Money

Miles McDannald |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...