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

Rickey Paschall

Rickey Paschall

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rickey Paschall's website

Team

Karl Hanna

Karl Hanna

Associate Financial Advisor

Chanda L. Pitman

Chanda L. Pitman

Office Manager,

Assistant
Ed Hanna

Ed Hanna

Paraplanner,

Executive Assistant