It’s that time of year when we reflect on what the past year has brought us, taught us and for those things that made us grateful for your faith and trust in us. Thank you for being a loyal client, we look forward to helping you implement your plans in the coming year and continuing to partner with you.
Giving this time of year is most important and we have had something shared with us that we would like to share with you. The link below is a helpful and timely planning resource that comes from the Nations IRA expert, Mr. Ed Slott, a great resource for all of us. We hope you enjoy it!
We would like to wish everyone a Merry Christmas and a Happy New Year. If you are Traveling, be safe, and take advantage of that important time with Family and Friends.