I have been in the independent financial services business in Twisp, Washington for over 30 years. I started with my dad and continued the business after his retirement. Most of our clients have been with us for years, many even longer than 30. I have an Enrolled Agent’s license and I specialize in federal taxation for individuals and small businesses. Our work to save our clients’ money on their taxes, led us to investments because of the potential tax benefits. The combination of both tax and investment expertise enables me to create an overall financial picture for each of my clients. My goal is and has always been to save my clients money in any way I can.
Available Services:
- Retirement Planning for
Individuals & Businesses - IRA, ROTH IRA, SIMPLE, SEP, 401K, 403B
- Estate Planning
- College Savings/Section 529
- Individual Growth Plans
- Tax Deferral Annuities
I’d love to hear from you! Contact me to schedule a meeting.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures
