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

Timothy Gardner

Timothy Gardner

Financial Advisor

Associate Vice President
Visit Timothy Gardner's website

Team

Fawn Westlund

Fawn Westlund

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7
  • Series 66
  • CA Insurance License #0L11388
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