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Archive for February 2021

How Can I Create Income In Retirement?

By Michelle Bertram | February 22, 2021 | 0

When it comes to retirement, one of the biggest challenges we have to face is how to create income in retirement.    When you’re working for years, one of the…

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The Collaborative: New Tax Credits To Help Communities

By Michelle Bertram | February 16, 2021 | 0
Tax Credit - Small Business

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced…

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The Collaborative: New Tax Credits To Help Communities

By Michelle Bertram | February 15, 2021 | 0
Tax Credit - Small Business

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced…

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First Friday Live – State of the Market in 2021

By Michelle Bertram | February 8, 2021 | 0

Thanks for joining today. I am so excited for this First Friday Live. For those of you joining us, you’ll notice that we don’t have Guy with us today, as…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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