facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Expertise Integrity Clarity 

"We don't want our clients to pay any more tax than they're legally obligated to pay."

-Christopher J. Maurer, J.D., CFP®

"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the treasury; there is not even a patriotic duty to increase one's taxes."

-Justice Learned Hand - Helvering v. Gregory, 69 F.2d 809, 810-11 (2d Cir. 1934).

Check the background of this firm/advisor on FINRA’s BrokerCheck.