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

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Andrew Taylor

Direct Indexing

If you are an investor who follows the financial media, amid the stories of gloom…

VIDEOS

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Webcasts

The New & Expanded Employee Rentention Credit

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

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Private Practice and Private Investing Insights

In this episode, retina specialist Dr. Charlie Eifrig joins David to discuss his career path,…