Blog

How Can I Donate in the Most Efficient Way Possible?

There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.

Continue Reading!

Cuddle Bag Project

Cuddle Bag Project for OCJ Kids was a Success!   With your help we were able to make 40 Cuddle Bags for children who are being placed in foster care.   Thank you!   Our goal next year is to make 60 Cuddle Bags in July. 15 Bags for toddler girls 15 Bags for toddler …

1 2 3 99 100 101 102 103 166 167 168

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started