In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial...
READ MORESeven ways we have helped our clients
by Jon Sevenker | Dec 11, 2018 | Financial Planning, P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
READ MORE401(k) plan rules are changing
by Jon Sevenker | Mar 31, 2016 | P&A Articles
The Department of Labor’s impending fiduciary rule increases the responsibilities for overseers of 401(k) plans, and as a result is creating a...
READ MORE