Latest Articles
My Estate Plan – A Will vs A Trust
Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then[…]
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2024 Election and Taxes
Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. As we[…]
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What Do You Want Your Story to Be?
Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.