We strive to become lifelong partners with individuals, families, self-employed and small businesses- developing a relationship by providing outstanding service and quality financial solutions* to assist them in achieving their goals.
* Securities offered through SagePoint Financial, Inc., member FINRA/SIPC.
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to determine whether you qualify for the different types of IRAs.