Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Will Rogers

Will Rogers

Private Wealth Advisor

Visit Will Rogers's website
Heather Winner

Heather Winner

Financial Advisor

Visit Heather Winner's website
Jennifer Bracey

Jennifer Bracey

Financial Advisor

Visit Jennifer Bracey's website

Team

Andrea Stripling

Andrea Stripling

Client Service Specialist

Qualifications

  • 30 years industry experience
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