Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
 

Meet the Investment Services Team

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Todd Jones
Sr. LPL Financial Consultant
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Cindy Widener
LPL Registered Assistant
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Cindy Widener
LPL Registered Assistant