Bio: W2 employee looking to start a family office, reduce taxes as I convert IRA funds. End goal: raise daughter's financial literacy so she can take over.

Bio: 42 year retired Air Force Combat Flight Medic - Day Trading - investments

Bio: Career professionals looking to make some moves to strengthen our portfolio and achieve some financial goals.

Bio: 29 years of IS Analyst. 11 years as a FedEx contractor. Sold the business and retired. Bored so I did part time work. We both retired June 2025

Bio: I have saved money all my life but the investments seem to produce more taxes than income. Glad to find a spot with all the pieces in 1 place.