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

Mark Tapp

Mark Tapp

Associate Financial Advisor

Visit Mark Tapp's website

Team

Josh Smith

Josh Smith

Marketing Manager

Qualifications

  • VA Life and Annuities and Health License
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