Stuart Seffrood
Advisor
My goal is to help families, retirees, and small business owners with their college funds and retirement income. This is done by aiming to lower their fees and expenses grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk by seeking to minimize the effects of market fluctuations through proper portfolio diversification. Last find funding to help students go to college with tax free dollars.
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.