“Rod Gibbings has been my financial planner for over 20 years. I can say with certainty that I would not have been able to retire at 56 if Rod had not been navigating through the economics of life with me. “
"Corey did a comprehensive evaluation of our situation and retirement goals, leading to a long-term financial plan incorporating tax and estate planning strategies."
"The fact we use James, as does my mother, provides a sense of security knowing that her estate is managed by a knowledgeable and professional advisor."
"After 27 years, a lot of frustration and suspicion our finances were not well managed, we met Mr. Manzo who patiently and thoroughly went through our money mess."
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Feverish Investing
Whatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out.
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Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
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Estate planning for blended families
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
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