Memorial Day Message

As Memorial Day approaches, my thoughts turn to this important day of remembrance. I hope you take some time to reflect on the liberties and freedom we all share due to those who sacrificed for you and me. This is an important holiday, whose meaning should never be forgotten.

This is also the week that I send one of my periodic mini-checklists, asking my fellow Knights and clients to indicate areas of interest. I know that you’re aware that my work is focused in the financial services field. This checklist pertains to potentially reducing income taxes pertaining to financial products and services.

View the quick checklist


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