We do not know what tomorrow will bring, but if history has taught us anything, it is that the future will continue to be unpredictable and volatile. Our Readiness Building Blocks series is designed to get you prepared for this unpredictability whether you are planning for retirement, tax season, or your financial legacy.







With the election of President Trump the tax landscape has the potential to change dramatically. Now, more than ever effective tax management is essential to maximizing your investment portfolio’s returns. Without a tax strategy in place, high-income earners can find themselves giving away more than half of what they earn to the government. It makes sense to regularly revisit your approach with a focus on how to avoid, manage, and defer your taxes.


For many, retirement is the great unknown, and they have more questions than answers as they approach their later years. The Retirement Readiness series offers constructive resources and actionable ideas to assist in all phases of retirement planning.


When it comes to wealth management and planning, advice and “best practices” can come from all directions. For many advisors and their wealthy clients it can be difficult to separate the signal from the noise. The Wealth & Planning Readiness Series was designed to do just that, while providing clarity on complex planning topics.