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
We just learned of one of the latest scams this afternoon- Social Security’s telephone number has been “spoofed” and fraudster’s are contacting SS recipients to try and obtain their personal information. In one particular case, the caller said, “Your social security number has been hacked, and we will be suspending your social security payments”. The SSA.gov website addressed this with the following notice and warning
Many people are unfamiliar with a Health Savings account and the ways it can benefit them, both during their working lives and especially upon retirement. It can be a very effective vehicle for paying for medical expenses in the most tax-efficient manner possible. Don’t you mean an FSA or Flexible Spending Account? No, it is not the same thing as a Flexible Spending Account, though
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