
Checklist for Personal and Tax Documents After a Natural Disaster
- Investopedia
Reconstructing lost records will help you get more assistance
Check the background of this Money Concepts financial professional on FINRA's BrokerCheck | Form CRS
Why I Chose "Epic Journey Financial"
In this video, I share the inspiration behind the name "Epic Journey Financial" and how it reflects our commitment to helping make your financial journey extraordinary. Whether you're just starting out or looking to enhance your financial path, we're here to guide you every step of the way.
Let's get acquainted—click the button below to reach out and schedule a meeting. We understand the demands on business owners, so we're flexible to fit your schedule. I look forward to connecting with you!
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- Investopedia
Reconstructing lost records will help you get more assistance
- Forbes
If you want to build wealth, developing money management skills is not just practical; it’s empowering and the first step toward creating the life you want.
- Broadridge Content
Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment, or a business interest. Special maximum tax rates generally apply to long-term capital gains; these rates are typically lower than the rates that apply to ordinary income. These special maximum rates also generally apply to qualified dividends.
- Broadridge Content
Learn more about using an ABLE account to save for disability-related expenses.
- Business Insider
BI talked to four older Americans who retired comfortably with more than $1 million in assets. Dozens of older Americans said they were still maintaining frugal habits despite having significant wealth. Still, some retirees said they regretted how they balanced saving too much with enjoying life.
- Broadridge Content
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Helping Maximize Your Future
Discover how WE can help YOU
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.