Battlefield Wealth Planning

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

Patrick Langdon

Patrick Langdon

Private Wealth Advisor

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Ted Kirkpatrick

Ted Kirkpatrick

CFP®

Financial Advisor

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Thomas Huszcza

Thomas Huszcza

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Thomas Huszcza's website
Tracey Vollmer

Tracey Vollmer

Financial Advisor

Visit Tracey Vollmer's website

Team

Joanne Neal

Joanne Neal

Client Service Specialist

Qualifications

  • Associates Degree - Business Management

Roles & Responsibilities

  • Coordinate client meetings and client services
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Nancy Welch

Nancy Welch

Financial Planning Assistant