Giles Financial Group

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

Dawn Summers

Dawn Summers

CFP®, CPA

Financial Advisor

Visit Dawn Summers's website
Carson Stimpson

Carson Stimpson

Financial Advisor

Visit Carson Stimpson's website

Team

Sheila Thackston

Sheila Thackston

Client Service Specialist

Andrew Clarke

Andrew Clarke

Paraplanner

Justin "Adam"  Martin

Justin "Adam" Martin

Financial Planning Assistant