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Advisor Roundtable: Investing and Tax Planning Thumbnail

Advisor Roundtable: Investing and Tax Planning


Join the conversation with Kyrstin and Greg as they discuss investment decisions and tax planning for individuals and companies.

"The typical financial advisor doesn't have any clue about who their clients use to have their taxes done." - Greg Barber.

This Roundtable discussion will help provide insights for your wealth building goals, from Roth IRAs and cafeteria plans to annuities and tax harvesting.

You can also meet Greg Barber and Kyrstin Ritsema in their welcome videos by clicking their names here.

Check the background of this firm on FINRA’s BrokerCheck.