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An effective well thought out plan to give of you wealth during your lifetime can reduce your tax exposure and allow you to actively participate in the process and even observe how the recipients of your philanthropy benefit.

Whether it is giving of your cash, appreciated stocks or other valuables, we can develop an effective plan that allows you to give of your wealth in a tax efficient manner that doesn’t interfere with your need for income.


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Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI.
Advisory Services provided through Portfolio Resources Advisor Group, Inc. (PRAG), a registered investment advisor and a Portfolio Resources Group Company.
Advisory accounts carried by TD Ameritrade Institutional, Schwab Institutional, and Pershing LLC. Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.
Principled Investing LLC is a DBA of Krista Strohoffer who is an Investment Advisor Representative (IAR) of PRAG and a Registered Representative of PRG.