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Tag Archive

Below you'll find a list of all posts that have been tagged as “financial advisor”

fiduciary DOL Arizona

I ain’t afraid of the DOL!

There has been a lot of talk surrounding the Department of Labor’s new fiduciary rules.  The gist of the whole thing is the fact that financial advisors will have to …

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DOLfinancial advisorfinancial planning

Smart Tax Planning

“You are worse than the Dentist.” It’s tax time.  According to some of my clients-one of the worst days of the year.  Most of my clients are patriotic Americans, but …

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AZchandlerfinancial advisorfinancial plannerfinancial planningtax advicetax planning

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  • About
  • Are We a Fit?
  • Meet the team.
  • How We Help
    • Personal Tax Services
    • Tax Planning
    • Estate Settlement
    • Business Tax Services
    • Corporate Structure
    • Fiduciary Taxes
  • Wealthnest Articles
  • My Vault
  • Let’s Talk