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Let us help you plan for the future

We are devoted to helping provide more clarity and confidence in our clients’ and community's financial futures.

We help individuals, families, and businesses from all walks of life. We have experience working with:

  • Hanford Area Workers
  • Federal and State Employees
  • National Lab Employees
  • Business Owners

We understand your unique financial situation. We can help you create a financial plan that integrates all of your financial resources to create a more clear and confident retirement. Contact us today to schedule a meeting.

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Events

Preparing for taxes in retirement

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement.
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