If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial
Accounting is the process of recording, classifying, and summarizing financial transactions to provide information that is useful in making business decisions. The three
Founded in 1997, Pegasus Knowledge Solutions, Inc. (PKSI) is an independent, advanced analytic software and services organization, that partners with the industry-leading
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their