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The Two "E's" of Expertise
"Expertise" is made up of Education and Experience, and they are two things a quality advisor must have. A solid education informs experience, and experience only adds to education. In addition, a right attitude toward education never ends, and the learning process is continuous. We highly value education and experience and are proud to have both.
At Argosy Financial, we put The Two "E's" of Expertise to work for you.
We create strategies that are tailored to your needs and your goals.
Contact UsWhether it is Wealth Management, Financial Planning, Retirement Planning, Estate Planning, or Tax Planning, we are here to help.
ServicesHonesty. Integrity. Trust. It's that simple. We believe values matter, and we live by ours every day.
ValuesThis article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?
Determine whether you should consider refinancing your mortgage.