[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping our clients abreast of these developments. The SECURE...

Someone who is uniquely positioned as both a physician & financial planner offers advice on health care In 3 Ways to Stand Up to the Healthcare System & Control Costs, Dr. Carolyn McClanahan, CFP® shares “three ways to effect change in our system, get better...