Resources
Client Resources
1. 2020 Tax Organizer 2019 Tax Organizer 2018 Tax Organizer
3. Information on Filing an Extension
Partners
1. Schooley Mitchell - Cost Reduction Consultants
Retirement Resources
1. The Hidden & Excessive Costs of 401(k)s
2. Optimizing Retirement Income by Combining Actuarial Science and Investments
3. Market Volatility Defense in Retirement
Tax Resources
Insurance Resources
1. https://www.lifehappens.org/
2. https://www.disabilitycanhappen.org/