Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


Taxes in retirement

Topics for discussion

  • Current and future tax changes that might affect your retirement plans
  • Tax positioning strategies
  • Reasons to consider a conversion of pre-tax accounts
  • Your personal risk tolerance and how that can help your retirement plans

No upcoming events at this time.. please check back soon for new events.

Kathleen Kassinger Alkalay – Facebook Recommendation

Finances and taxes are not my favorite subjects. But these folks make it understandable in a pleasant way.

Steven Newman – Facebook Recommendation

Excellent seminar. Information very useful for anyone planning or already in retirement. Eye opening and latest tax information presented.

June Jones – Facebook Recommendation

Very informative especially if you have an 401k or IRA. I would recommend it to everyone.


Our events are always 100% complimentary and there is never any obligation for attending.

With your safety in mind, all events will comply with state recommendations for gathering sizes, social distancing and face coverings. If you would prefer a private setting to address your retirement questions and concerns, please call our office at 702-818-5585 to schedule a 15-minute call with Melissa Matson.


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Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 702.818.5585