Tax 101 – Tax Filing

Tax Filing: Where you guess what you owe and pay penalties if you’re wrong What makes the early part of every year the most wonderful time of the year? Tax time! That whimsical time of year where everyone gets their tax decorations out of the attic and prepares for the arrival of St. Uncle Sam […]

Tax 101 – Payroll Deductions

Payroll Deductions: Why Your Paycheck Isn’t as Big as You Hoped We’ve likely all been there. A starry-eyed teen, receiving our first paycheck after spending 2 weeks stocking shoes at Sport’s Authority. The exhilaration, the anticipation, the…disappointment. What’s worse, this feeling doesn’t ever really go away, it just gets bigger. Expectations often differ from reality […]

With whom would you like to schedule?

Sean Williams

PRINCIPAL AND LEAD ADVISOR

Nick O’Kelly

DIRECTOR OF FINANCIAL PLANNING AND LEAD ADVISOR