Traversing the road to retirement together, one step at a time.
Managing money can be a complicated business, and it's hard to feel confident that you are making the right decision. It’s our job to give you confidence in investing by making the most of the money you worked hard for. Through our methodical approach to financial, tax, and estate planning, we provide you with all the tools necessary to confidently move into your bright future.
Dan Hostetler, CFP®
CFP®
Greg Holzer, CFP®
ParaPlanner
Brandon Leeder
Operations Manager & Administrative Assistant
Jacob Hostetler
Marketing Director & Administrative Assistant
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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