Dan was recommended to me by my CPA about 6 years ago. To say I was leery was an understatement, as was my wife. Dan immediately made us feel comfortable and after some initial conversations and meetings we had full trust in him. He offered several options, that were helpful and helped us think through and plan for our future while keeping retirement in mind. He was extremely patient with all my questions and empathetic to our concerns including some unique ones we had.
We have been very pleased with the results thus far and feel completely comfortable with contacting Dan with any future questions or concerns.
Thank you, Dan, for making our decisions about retirement so much easier!!!
-Steven G.
This statement is a testimonial by a client of the financial professional as of 1/25/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Scott (Cody) was recommended to me almost 20 years ago as I navigated purchasing service credit through PERA. Since then, he has guided us through the growth of our portfolio, retirement planning, and now - actual retirement! Scott is very intentional and thoughtful about addressing our specific needs, and manages to make the world of finance more comprehensible for us. As well, he is incredibly responsive, whether with a quick question or a more in-depth analysis.
- Amy B & Kris H.
This statement is a testimonial by a client of the financial professional as of 01/04/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
We work with a wide range of professionals, from physicians and veterinarians to engineers, attorneys, CPAs, and corporate executives. Regardless of their industry, many face a similar situation. After spending a number of years focused on advancing their education, building their career, and balancing their fun but extremely busy family schedule they often find themselves unsure about the state of their financial futures. If you are unsure about how to handle the following scenarios and strategies, schedule a free Sounding Board/2nd Opinion Consultation:
- Inherited Accounts
- Tax-Loss Harvesting
- In-service rollover
- Backdoor or Mega Backdoor Roth Conversions
- Nonqualified executive benefits
- Stock options and grants
- Sequence of returns risk mitigation
- Age 72 Tax Trap
- Catch-up provisions
- Long-Term Care Alternatives to Consider At Age 50…
- Second Marriage Considerations (prenup, beneficiary coordination)
- Social Security Election Strategies
- Investment Properties
- Required Minimum Distributions
- Qualified Charitable Distributions
Retirement Plan Optimization – Outfitting for Portfolio Management While you’re focusing on balancing the demands of your career and family life, markets, economies, tax policy, and other factors are constantly changing the investment landscape. If you’ve lost track of your employer sponsored plan investments and don’t have adequate time to devote to its success, you should learn about our “Outfitting for Portfolio Management” solutions. We will assess your portfolio against your goals and personal risk characteristics and make portfolio allocation recommendations for you that are personalized, easy to understand, and simple to implement. Click here for pricing.