Legacy Tax Strategies: Building and Preserving Generational Wealth

Discover essential legacy tax strategies that may help build and preserve generational wealth for your family's future.

In today’s fast-paced financial landscape, one of the most valuable gifts you can pass down to your heirs is the legacy of financial stability and peace of mind. As families grow and the cost of living increases – which we’ve experienced quite a bit in recent years – the importance of building and preserving generational […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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