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

Joseph E Troy

Joseph E Troy

MBA, CFP®, APMA®, RICP®, CRPC®

Financial Advisor

Associate Vice President
Visit Joseph E Troy's website

Team

Kathy O'Neill

Client Service Coordinator

Todd Van Grouw

Todd Van Grouw

Registered Client Service Associate,

Chartered Retirement Planning Counselor℠