Investment Second Opinions
Investment Advisory Services
What we do not do.
- We are not licensed security brokers and we do not give advise on specific security investments.
- We do not refer you to any specific financial planner. If asked, we will give you a list of several financial advisors that have treated our other clients well.
- We do not sell any investments or receive any commissions.
So what do we do?
- We can tell you the tax consequences of specific investments that you are already considering.
- We can tell you which type of IRA offers the best tax advantage for your current tax situation.
- We can explain the tax consequences of paying off your mortgage.
- We can explain the tax consequences of tuition savings plans.
- We can explain gift and estate taxes.