In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Brandon M Flynn

Brandon M Flynn

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brandon M Flynn's website
Jeanne Peterson

Jeanne Peterson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeanne Peterson's website
Jon Hill

Jon Hill

Financial Advisor

Visit Jon Hill's website

Team

Patrice Jackson

Patrice Jackson

Client Service Manager

Mike Renn

Mike Renn

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