[Certified Financial Group]

Forgoing a tax deduction today for a promise in the future is riskier than you might think.

Joe Bert, CFP®, AIF®'s article was recently published in The Kiplinger. Click here to access the article.

The article can also be accessed on our website at: Roth, a Wolf in Sheep

Click here for more information on Joe. To schedule a meeting with Joe, please call 407.869.9800 or complete this form.

[Villageswimmer]

You have to enter your email address to access the article. Fuhgetaboutit!

[Certified Financial Group]

Here is another link to Joe's article that will not require en email address: Roth, a Wolf in Sheep