Doing Modern
Wealth Management ...
Differently
Living out our mission to make every life we touch better isn’t always easy. It means we have to be different – to reach for excellence in very tangible ways that benefit our clients, advisors, staff and community. It means we have to invest more in our people, our technology and our entire approach to wealth management. And it means creating a culture of kindness and golden-rule customer service. It takes intentional effort. But it’s always worth it.
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Important Dates
Important Dates
September 15, 2026
- S Corp 1120S tax returns due if extended
- Deadline to fund Safe Harbor & Profit-Sharing contributions if extension was filed
- LLC Partnership 1065 tax returns due if extension was filed
- Deadline to fund 2024 SEP or Solo 401(K) if S-Corp or Partnership was extended
- Deadline to set up Simple Plan or Safe-Harbor 401(k) Plan for 2024
- Estate & Trust 1041 tax returns due if extension was filed
September 30, 2026
- Deadline to set up Simple Plan or Safe Harbor 401(k) Plan for 2026
- Estate & Trust 1041 tax returns due if extension was filed
October 15, 2026
- Individual 1040 tax returns due for 2025 if extension was filed
- C-Corp 1120 for 2025 tax returns due if extension was filed
- 2025 contributions due for SEPS or 401(k)’s adopted by SMLLCs or Sole Proprietorship
November 02, 2026
- Health Care Insurance Open Enrollment begins for benefits to begin January 1st
December 31, 2026
- Medicare Open Enrollment Period deadline for benefits to begin January 1st
- Last day to make IRA RMD’s for 2026
- Last day to make 2026 Gifts under exemption
- Make sure your salary deferrals to 401(k) is made or will reach the max (2026)
Our individual wealth services aim at making every area of your financial life work together.
401(k) Specialists is an entire division dedicated to making life easier for group plan sponsors.
Does the financial planning technology your advisor uses really make a difference?
YES!
If we’ve been a help to you, perhaps we can be a help to someone you care about.
From Paul Mullins landscape photography to favorite travel spots, we’re sharing our likes.
If it’s time for you to live your retirement dreams, we can help you … and your clients.