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

David Sacker

David Sacker

Private Wealth Advisor

Visit David Sacker's website

Team

Colleen Conrad

Colleen Conrad

Client Service Specialist

Roles & Responsibilities

  • Account Servicing
  • New Account and Funds Processing
  • Annuity Processing
View more
Bernard Hamilton

Bernard Hamilton

Financial Planning Specialist

Qualifications

  • Series 7 - General Securities License

Roles & Responsibilities

  • Assists with Financial Planning & Investment Management
  • Client Requested Trading
View more