- Tax Planning€œAvoiding probate became standard operating procedure for the entire generation of Baby Boomers with the advent of irrevocable trusts,†said L. Paul Hood, Jr., who teaches estate tax planning to legal, accounting, and financial professionals. “And, now, as Baby Boomers are starting to die, many don’t completely understand that their financial advisor – and not their attorney – plays a pivotal in ensuring your estate passes to beneficiaries outside of probate and in conformity with your wishes.† 
- Charitable Giving
- Estate Taxes
- Avoiding ProbateSince a 1965 book by financial planner Norman Dacey popularized avoiding probate, the strategy has become ingrained in the American financial psyche, and the U.S. financial system has accommodated consumers by making it easy to set up IRAs and other brokerage accounts to avoid probate.
- Tax Services
- Roth IRARetirement Planning and Income Projections, including selection of IRA, Roth IRA, SEP and SIMPLE IRAs, 401(k), 403(b), 457, and Defined Benefit Pension plans
- Tax Deductions
- Income Tax
- Investment Management
- Mutual FundsMutual funds are sold by prospectus only. Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund. The fund prospectus provides this and other important information. Please contact your representative or the Company to obtain a prospectus. Please read the prospectus carefully before investing or sending money. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed.
- Bonds
- Wealth ManagementAs a CERTIFIED FINANCIAL PLANNER™ professional, Jim Uren works hard every day to help improve the lives of his clients. Jim feels that helping clients is more than a career – it is a calling. Jim focuses on helping his clients through the design of comprehensive financial plans and customized wealth management strategies.
- Accounting Services
- Financial PlanningWhile no one can predict the bear market bottom with statistical reliability, the consensus forecast of CFP®, CPA and other financial planning professionals makes sense fundamentally. Based on recent economic data, the economy is growing. The crisis that triggered this bear market is nothing like 2008-9. The inflation crisis of 2022 is not a systemic threat to the financial system. The economy is not shutting down like the onset of Covid-19.
- Retirement Planning
- Annuities
- Long Term CareEvaluating the right kind and amount of personal and group insurance, including health, life, disability, and long-term care
- Asset Management
- College Funding