Please see useful links, articles and more below

Medicare Fact Sheet- January 2026 Newsletter

Medicare Fact sheetDownload

Please use the link below to access the referenced article from the December newsletter.

Beautiful Bill Act Tax Deductions

IRS BIG BEAUTIFUL BILL ACT ARTICLEDownload
Resource kit on TariffsDownload
Qualified Charitable DistributionsDownload
PatrickHenryGiveMeLibertyAddressExcerptsFinal-rev-1-25-16Download

Helping to Safeguard Your AssetsDownload
Understanding Liquidity in Money Market Mutual FundsDownload
Customer Account Protection OverviewDownload
IRS Form 8880Download

Health Care ProxyDownload

Financial Service Partners

Brings together a team of well qualified and experienced professionals allowing us to offer “one stop financial service”– giving our valued clients a network of financial partners to choose from based on which actions they want to take and more importantly, a high quality relationship.