We tackle common financial myths and help empower women to build robust, reliable and complete financial strategies today for healthier and happier tomorrows.

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The Trump Tax Cuts are Here

Avoid surprises at tax time with this 8-page guide on key changes to the new tax law:

  • Learn good news about the standard deduction … and bad news about personal exemptions
  • Get the truth about what happened to a bunch of itemized deductions, including mortgage interest and state and local taxes
  • See how much certain business owners can reduce personal taxable income by (hint: one-fifth)

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Get to know our team

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.


LM "Stamp" Stamper

Managing Director

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.