Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Stan Lowenstein

Stan Lowenstein

Branch Manager

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Alan Parker

Alan Parker

Financial Advisor

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Team

Stacey McCulley

Stacey McCulley

Registered Client Service Associate