Dave and Patrick helps people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. We are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
Dave and Patrick help people plan for their future, by developing solutions that assist them in planning for the risks of life – by finding the vehicles to help manage risk with Individual, Small Group as well as Medicare Health Plans, Dental, Disability Income, Long Term Care, Life and other forms of insurance.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.