facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck
The FRS Investment Plan - Advice Matters Thumbnail

The FRS Investment Plan - Advice Matters

As of right now there are 22 investment choices inside the FRS investment plan. 11 asset class choices, and 11 target date retirement funds (the plan's default investment funds). What FRS also has available for you is something not too many people know about. You may have heard of it, but I doubt anyone's ever explained it. It's called the "Self-Directed Brokerage Account" (SDBA) within FRS. It allows participants to use thousands of other approved funds and investment choices in the FRS investment plan. Also what it allows you to do is work directly with an advisor and obtain independent personalized investment advice specifically tailored for you and your situation, all within your pre-existing FRS account. That means no rollover, no taxable distribution, no new login, no new statement. Everything is exactly as is except now you can actually get help.

Read More
5 Tax Season Tips for Entrepreneurs and 10-99's Thumbnail

5 Tax Season Tips for Entrepreneurs and 10-99's

Well, 2019 is here ladies and gents. That means we all get to part take in our favorite yearly activity; preparing for the upcoming tax season! All kidding aide (because I hate it, and I'm sure you do too), when it comes to tax time, filing your taxes can be a daunting experience, especially so for those who are unorganized. Today, I've got 5 handy tips to help you stay organized and get those year 2018 taxes knocked out! For those small business entrepreneurs and 10-99's out there, this one's for you!

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.