You never know what life is going to bring you. We are here to help you out, whatever life throws your way. This month is Black History Month. We still have a long way to go in racial equality and this month we are going to highlight on our social media some of the power-players of the Black community who have made their mark on history. Tax season is upon us. LPL is releasing their final 1099 around February 26 to March 2. If you need some ballpark estimates for your tax professional, we have access to provide you with some reports. If you are paperless, your 1099 will be available to you on your Account View profile (contact us if you need help accessing your profile). If you need a new CPA, please contact us if you need a referral. We also love to hear about your CPA and if they are someone you would recommend. We like to refer good people to good people. We are accepting new clients. If you know someone who you trust us with, send them our way. They can schedule an appointment with us at the link below. It takes a village sometimes, and in March we are getting a new team member! We can't wait to introduce them to you. We also just said goodbye to Mariela and Stephanie who were our fall interns. We will miss them, but know they will go on to do great things! |
As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away. |
Marci Bair & Victor Orozco are Registered Representatives with and securities through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Bair Financial Planning are separate entities from LPL Financial.