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

Rachelle Nguyen

Rachelle Nguyen

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rachelle Nguyen's website

Team

Jeffrey A. Ringholm

Jeffrey A. Ringholm

Operations Director

Qualifications

  • Practice member since 2012 - 8 years industry experience
  • FINRA Securities Licenses: Series 7
  • FINRA Securities Licenses: Series 66
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