Please Join Us For a:
Virtual Town Hall
June 24 | 4:30 PM
Topic: Overview of Biden’s Tax Proposals
Join us as we get the latest information from John Nersesian, CFP, CIMA, CPWA of PIMCO on proposed tax changes to bear in mind as we approach the second half of 2021.
About Us
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
Our Process
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our strategy.