I. Life Events
The Life Events Guides offer sound, expert advice on a variety of financial situations that your individual and business clients are likely to encounter over their lifetimes. The broad range of topics includes everything from “Getting Married” to “Improving Your Retirement.”
II. Business Strategies
The Business Strategies Guides provide valuable suggestions, including tax planning, on improving a client’s business operations through every stage of the company’s growth.
III. Tax Strategies for Businesses
The Tax Strategies for Businesses Guides provide information on suggested tax-savings opportunities that business clients turn to you to implement.
IV. Tax Strategies for Individuals
The Tax Strategies for Individuals Guides provide information on suggested tax-savings opportunities that individuals turn to you to implement.
V. Investment Strategies
The Investment Strategies Guides provide general, non-controversial information on the various forms of investments. There are no recommendations of specific investments so the articles are compliant with NASD regulations.