Joelle Spear offers tips for locating 1099 statements you need for tax-filing purposes.
Chris Gullotti explains how Qualified Charitable Distributions can reduce the tax impact of Required Minimum Distributions.
Dan Flanagan explores year-round tax-planning strategies for self-employed and side-gig workers.
Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions that address the many financial opportunities and challenges you may have at different stages of your life.
We are there to celebrate your success and the important milestones in your life, such as your children's journey from college to financial independence. And to offer support and guidance in times of stress, such as after the death of a loved one or the sale of your business. In these situations we can work closely with your attorney and accountant to make sure all of the financial aspects are addressed.
Meet Our Advisors
Christopher S. Borden, CRPS®
Financial Advisor, Managing Partner
Daniel J. Flanagan, CPA/PFS, CFP®, AEP®
Financial Advisor, Partner
Joelle Spear, CFP® (She/Her)
Financial Advisor, Partner
