Bill Hufnell, CPA, CFP® & Jake Sadler, CFP®
Recent Posts
High Net Worth Retirement Planning: The 4-Step Guide
Posted by
Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on May 24, 2023
For high net worth individuals, the perspective around retirement tends to shift from concerns about whether you’ll be financially secure in your golden years to how you can manage your investments, taxes, cash flow, and charitable affairs in the best possible way. High net worth retirement ...
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Topics: Financial Planning
How To Build Generational Wealth For Your Family
Posted by
Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on May 10, 2023
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Topics: Financial Planning
The Importance Of Estate Planning: 6 Key Elements
Posted by
Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on September 12, 2022
Whether or not you’ve considered estate planning at this point in your financial journey, if you have assets and an estate, you need an estate plan. Without an estate plan, you and your family could be vulnerable to financial risk. In this guide to the importance of estate planning, we’ll break ...
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Topics: Financial Planning