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Partners that understand your LIFE and MONEY


Solutions

  • RMD’s & QCD’s
  • Social Security Filing
  • Medicare Election
  • Roth Conversions
  • Tax Loss Harvesting
  • Settling an Estate

Maintenance

  • Performance Review
  • Financial Planning Review
  • Investment Check-in
  • Year-End Review
  • Advice on Demand
  • Real-Time Performance Data

Access

  • Tax Preparation
  • Estate Planning
  • Medicare
  • Long-Term Care
  • Real Estate Financing
  • Pre-need Planning

Relationships

  • Client Appreciation Events
  • Social Activities
  • Retirement Celebrations
  • Community Outreach
  • We’re there during the
    “Moments That Matter”

Teaching

  • Private Classes
  • Retirement University
  • Investment Check-in
  • Newsletters
  • The AWA Market Minute

Download our Tax Planning 2021 Strategies

This guide has been designed to give answers to all of the difficult questions surrounding Tax Planning. This will help you understand how to mitigate tax consequences. It will help you understand how your benefits are getting taxed and some potential solutions to help reduce, or in some cases eliminate the Social Security tax. It will also teach the most common mistakes people make when preparing their taxes.

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