Leveraging 20 years of extensive tax planning knowledge with comprehensive wealth and investment management.
Planning Tips for a Lifetime
Every financial goal needs to start with a plan
Let's Make a Plan
How to make your financial plan CPA strong
PLANNING FOR THE ROAD AHEAD
Planning for Retirement
No matter where you are on the path of life, it's never too early or late to plan for retirement.
Windemere Advisors, LLC
Samuel R. Hogan, CPA/PFS
When you think about the road ahead for your family or your business, it’s important to keep in mind what financial planning is truly about. A good financial plan focuses on your individual needs and goals – and builds on those central considerations to shape decisions on everything from retirement funding, education savings, asset protection and growing your estate and investments, all while considering the tax implications therein.