Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.
Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
The News You Need To Know & Upcoming Events
The News You Need To Know | March 2018
The legislation popularly known as the Tax Cuts & Jobs Act did not exactly “rewrite the book” of federal tax laws, but it almost seems that way. On January 1, a host of important, new tax provisions entered the Internal Revenue Code, and others were suddenly repealed.
Due to these reforms, federal tax law has changed […]
The News You Need To Know | February 2018
By Steven F. Bell, CFP®, ChFC®
The Securities Exchange Commission (“SEC”) and Financial Industry Regulatory Authority (“FINRA”) have amended an existing rule and adopted a new one designed to address the issue of financial exploitation and abuse of seniors. These rules apply to Personal Wealth Advisory and our broker-dealer, Geneos Wealth Management, so we wanted […]