A multi-disciplinary team overseeing your complete financial picture If you are tired of playing middle-man between your CPA, financial advisor, and insurance agent, you are not alone. Most people have their tax, investment, and planning conversations in different places, with professionals who rarely see the full picture. At Prescott Tax
A High-Touch, Values-Driven Approach to True Wealth In today’s rapidly shifting financial landscape, it’s easy for investors to feel overwhelmed – by headlines, by market noise, and by the pressure to make the “right” decisions. But at Align Wealth Advisors, true wealth isn’t defined by market swings or account balances.
Investing the SAFER Way with Jerry Slusiewicz, Pacific Financial Planners I’ve heard it said that when Michelangelo was sculpting David, his attention to the stone was focused internally: because the statue was already inside. He just had to reveal it. Genius never appears the same way twice, and yet there
The mission of each monthly edition is to serve as a resource for our readership – features penned by experts in their respective industries designed to provide education, information and entertainment focused on the interests of mature adults in Orange County.
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Jody Robinson
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