We are a fee-only financial planner firm serving clients in the New River Valley and virtually, across the country. As a financial advisor, we offer comprehensive financial planning to include: investment management, tax planning, and retirement solutions.

IN THE NEWS: What the World's Richest Woman Can Teach Us About Charitable Giving

TIME MAGAZINE

RYAN HAAR

September 24, 2020

Charitable giving is one of my favorite topics to plan for with clients. Ryan reached out to get a few pointers for this article on maximizing charitable contributions.

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IN THE NEWSAshley CoakeSeptember 24, 2020