Year End Tax Planning for 2016 and the Trump Presidency

tax papers2

The likelihood of tax rates beginning to fall in 2017 for wealthy investors is high. With President-Elect Trump beginning to shape his tax policy for the next four years, there will be several changes to how we are helping our clients plan for their taxes. Those in higher tax brackets generally have the most flexibility […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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