Welcome to The Advisors Group
We provide in-depth financial planning including strategic tax planning to help our clients prepare not only to fulfill their dreams and plans, but also to be able to navigate life’s un-planned events without incurring financial disasters.
Our best work happens with individuals and families who work with us over a long period of time, including multiple generations. We celebrate your joys, mourn your losses and help you unpack your unique challenges to discover your best way forward. We endeavor to function as a steady rudder whether the seas are stormy or calm.
We receive fees rather than commissions in providing financial planning, investment management and tax preparation for our clients. Therefore, all of our recommendations are based upon your best interests. We are available when you need us, because we are here to serve you.
From Our Blog
What Is a Donor Advised Fund? (Description) A Donor Advised Fund, aka a Charitable Gift Fund are descriptions of the same type of account that is specifically designed to take advantage of charitable giving decisions in a very tax effective manner. A Donor Advised Fund works in some ways like a foundation, in that it is a sponsoring, non-profit organization that is set up to
Last week we discussed efficient giving by utilizing a Qualified Charitable Distribution which is extremely tax efficient, but sadly is limited to individuals who are 70 ½ or older. So, with this week’s blog, we wanted to focus on another giving strategy that can be very efficient for everyone else. This strategy is Gifting Appreciated Stock. What IS Appreciated Stock? For investors who have accumulated
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