We will be operating on shortened hours for the Holidays, please see our hours below:

December 23^rd 8am to 10am

December 26^th Closed in observance of Christmas

December 27^th to December 30^th 8am to 10am (office open by appointment only)

January 2^nd closed in observance of New Years

January 3^rd We will resume normal business hours 

Secure Act 2.0

Currently, Congress is working on passing the Secure Act 2.0 which looks to attach to the omnibus spending bill that they are trying to pass by Friday to prevent a government shutdown.  If passed, it will have some relevant and significant changes to some financial planning, retirement accounts, etc. We will keep you informed as the bill is passed and how it may affect each of you as well as strategies to incorporate the Secure Act 2.0.