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Advance Your Wealth – Frank Seneco Interview – Part 3

Advance Your Wealth – Frank Seneco Interview – Part 3

Aug 24, 2021 | Asset Protection, Retirement Planning, Video

July Market & Economic Update – Bullish Momentum Continues to Drive Market Higher

July Market & Economic Update – Bullish Momentum Continues to Drive Market Higher

Aug 11, 2021 | Article, Investments, Retirement Planning, Tax Planning

This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The U.S. markets...
A Benefit Plan That Can Really Benefit Business Owners

A Benefit Plan That Can Really Benefit Business Owners

Jul 27, 2021 | Article, Retirement Planning

“Plain vanilla” retirement plan options may not serve business owners’ best financial interests A select group of entrepreneurs are taking advantage of advanced retirement solutions that most business owners aren’t even aware of. Sophisticated...
AYW Episode 9 – Stress Testing for Successful Business Owners

AYW Episode 9 – Stress Testing for Successful Business Owners

Jul 20, 2021 | Asset Protection, Charitable Giving, Estate Planning, Retirement Planning, Tax Planning, Virtual Family Office

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Homer Smith & Melissa Cournyer | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000
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Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor. 

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