Chris Gullotti explains why a donor-advised fund may be an attractive, tax-advantaged year-end charitable giving option.
Martin Baker explains how net unrealized appreciation strategies may reduce the tax impact of taking distributions of company stock from your 401(k) plan.
David Jaeger reveals why younger employees may be able to take penalty-free distributions from their 401(k) plan to pay for long-term care insurance premiums.
Throughout your lifetime, you'll have various financial challenges and opportunities that may be difficult to understand and address. Our aspiration is to serve as your trusted partner by providing comprehensive fee-only financial planning and investment management advice, strategies and solutions that help you face the future with greater confidence.
We're here to celebrate your success and the important milestones in your life, such as your children's journey from college to financial independence. And to offer support and guidance in times of stress, such as after the death of a loved one or the sale of your business. In these situations we can work closely with your attorney and accountant to make sure all of the financial aspects are addressed.
Our Team of Fee-Only Advisors and Client Service Managers
Martin Baker, CFP®, CEPA®
Financial Advisor, Director of Financial Planning
Michael Flaherty, CFP®, CIMA®
Senior Financial Advisor
Christopher S. Borden, CRPS®
Financial Advisor, Managing Partner
