Total Financial Services Built on a Foundation of Tax Planning

Taxes touch everything. So does John Pollock’s advice.

Pollock is an entrepreneur-turned-full-service financial advisor, helping people invest, insure, and – central to everything – plan for taxes. He saves clients thousands of dollars, applying the tax code to serve their best interests.

He has an insurance license. He has a securities license. And he is a Certified Tax Coach. This designation means that, unlike a CPA – who, despite what people often think, isn’t a tax planner – Pollock looks ahead, at what you can and should do to reduce your taxes. …Read More →

‘Financial Mom’ Is a Savvy Professional
Utter Financial Group of Wells Fargo Advisors

Spend a few minutes talking with Gail Utter, MBA, CRPC® about her financial practice, and you’ll understand why so many of her clients think of her as their “Financial Mom.” The Managing Director of Investments for the Utter Financial Group of Wells Fargo Advisors is supportive and approachable, and she doesn’t hesitate to dispense “tough love” when she feels it’s warranted.

…Read More →

Helping People Make Better Financial Decisions

With two different backgrounds, a successful husband and wife struggle to make money decisions. United Capital Financial Advisers (United Capital) helps both of them have a greater understanding and appreciation for the other’s financial perspective. For the first time in their lives, they now both play an active role in their family’s finances and have more productive, less-tense conversations.*

A busy energy executive can’t find the time to properly manage his 401(k), stock options, restricted …Read More →

Investors Search for Stability and 
Predictability in Retirement Planning
Quest Capital Management, Inc. Celebrates 25th Anniversary

Today’s investors are navigating a treacherous retirement planning environment. Headlines are filled with ominous warnings of recessions, the runaway spending, the European debt crisis, and more…all with potential to derail retirement plans. “Market volatility has become the new normal. In light of the uncertainty, the demand for advisors who focus on preserving assets and generating retirement income is increasing,” explains Carl J. Kunhardt, a wealth advisor at Dallas-based Quest Capital Management, Inc. …Read More →

Financial Strategies to Last a Lifetime

When a CEO was considering withdrawing funds from his retirement account to pay cash for a new home, he thought it was the fiscally responsible thing to do, but financial advisor Christina Winters Gears sounded the alarm. The founder of Texas-based Creating & Managing Wealth (CMW) also learned the man had no long-term care insurance. Additionally, his high tax bracket and other issues made him vulnerable to potential financial difficulties.

“I recommended that he finance a new home, because the mortgage would provide a much-needed tax write-off. This is not your …Read More →

Clients’ Needs Are the Highest Priority
The Stephenson/Baun Wealth Management Group at 
UBS Financial Services, Inc.

You might think that after 40 years’ combined experience in the financial services industry – and with some of the most respected credentials in their profession – Hugh L. Stephenson, CFA® and Cromwell S. Baun, CFA®, CFP®, CIMA® would feel they know all there is to know about wealth management.

But you would be wrong.

“We continue to be intense students of the market,” says Baun, Vice President-Investments …Read More →

The Insurance Suite and 
America’s Retirement Income
Complete Coverage for Middle America’s Financial Needs

Brian and Tammy Neff and Kirk and Penny White have something in common. Both couples endured unexpected medical hardships that upended their finances and wiped out their retirement savings.

It took years, but both families got their lives and their finances back in order. Just as importantly, their experiences taught them the true value of first-class insurance and secure retirement planning, and instilled in them the desire to make these accessible to everyone. Which is exactly what they’ve done. …Read More →