ACP 2 ACP Blog

  • ACP mentioned in AARP article, " Financial Planners for the Rest of Us. "

  • Meredith Briggs quoted in The Simple Dollar article, " Five Situations Where Money and Emotions Don’t Mix ."

  • Jake Kuebler quoted in NerdWallet article, " Does My Business Get the Pass-Through Income Tax Deduction? "

  • Click here to read the article  Why AUM Fees 'Poison' the Advisor-Client Relationship that Bert Whitehead was quoted in. 

  • By:  Stephen Martin , CFP®, CPA, JD What Types of Trusts Do I Need for Estate Planning We generally recommend that ...