For our CPA partners, this is an important question as the national landscape changes rapidly, following the ever-shifting demographic trends.
Posted by Mike Williams 2 years ago / October 26, 2020
Mike is a Managing Director, starting his career in financial services for clients back in 1982. With nearly four decades of experience in all types of economic climates, he helps clients focus on a solid foundation while addressing all major aspects of a productive, long-term wealth management plan for them. An effective blend of logic, data, discipline and patience drives the team's goal to see clients take confident strides in meeting their wealth-building goals. Those efforts help address tax elements, estate issues, comprehensive wealth management and cash flow goals as well as significant areas charity work and tax-free income benefits, where applicable.