Team

Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

Mark J. Grenader,
JD,CPA*/PFS℠

Senior Financial Planner

Traci Diedrich

Operations and Client Relationship Manager

Avoiding Financial Exploitation of Vulnerable Adults

October 30, 2018

You've heard the horror stories. Perhaps you know someone who's been impacted. You think you're prepared to avoid it--but you're fearful it might possibly happen to you. "It" is being exploited. Being taken advantage of. Being scammed...

QCD: Doing Well by Doing Good

August 31, 2018

Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or you anticipate you may eventually be one), you might be able to reduce your taxable income....

Back-Door Roth Conversions

July 31, 2018

Suspicions that the IRS might come after individuals who have done a “back-door Roth conversion” have now been allayed. An IRS spokesperson has now stated that the Service agrees with Congressional intent, and recognized...

Download Our Latest Whitepaper

9 Investment Pitfalls

High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn.

In order to help our clients chart a course in uncertain waters, we’ve compiled a list of critical mistakes investors should avoid.

Download Today!

Team

John Goott,
CFP®, AIF®

Daniel Goott,
CFP®, CIMA®

Doug Garrison, CFP®, MBA

Mark J. Grenader,
JD,CPA*/PFS℠

Jonathan Salvato, CRPC®

Charles McRae,
CFP®

Julie Banda

Traci Diedrich

Candice Frank

Sue Goott

Office:	713.622.9111
Fax:	713.993.0253