Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

We are a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.

ARTICLES

traditional or roth ira
Bob Peelman

Bear Market Offers Opportunity for Roth IRA Conversions

In May 2022, after several months of volatility across all financial markets, the S&P 500…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

Wealth Planning for the Modern Physician Podcast season 2 recap
Wealth Planning for the Modern Physician Podcast

Season 2 Recap: An Executive Summary of All 20 Episodes

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