Am I Retirement Ready?
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®
Owner / President
Lisa Thurston BFA™
Executive Office Coordinator
Kathy Pieples
Director of Compliance & Office Assistant
Mary Lou Walker
Administrative Professional
Devon Zalla
Administrative Assistant