Fresh from a trip to Europe including Normandy, Dan O’Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend….everything.
The proposed $5 Trillion tax increase
-
Looking for a second opinion on your financial plan?
As a fee-only fiduciary, Annex Wealth Management must act in your best interest at all times.
Let's review where you are and where you're headed.