Brian Peter McNamara is a Certified Financial Planner™ practitioner
Fee-Based Financial Planning (extraordinary client services offered within this domain)*
Access to Money Management* and Traditional Investment Product offerings**
*offered through MML Investors Services LLC CRIA; **offered through MML Investors Services LLC
1Sawyers, R., Gill, S. 2018 Federal Tax Research, 11th ed. Boston, MA: Cengage Learning
We state with confidence that the status quo was developed 3 decades ago under The Tax Reform Act of 1986 and following a period of higher Inflation and higher tax rates --while simultaneously the world has since changed radically in terms of technology, economic globalization and increased levels of uncertainty all of which favor a new look and a new approach (to all domains of planning) which we are prepared to provide.
Our mission is to provide objective and class-leading advice, products and services to financially challenge our business and family clients to manage their risks and achieve their goals.
Our Structure and Planning Behavior is designed to provide generational service by documenting and safeguarding client notes, recommendations, strategies, transactions, planning details and client documents (such as Trusts) using a permanent and professional electronic filing data management system.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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