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  • Granada Building, 5th Floor
    Granada Building, 5th Floor 1216 State Street, Suite 500 Santa Barbara, CA 93101 T: 805.730.3350 F: 805.963.4064 TF: 855.608.7546
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    1216 State St Ste 500 Santa Barbara, CA 87501 T: +1.505.490.4904
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Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
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Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
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401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
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Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
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Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
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Artfully Guiding Your financial life

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Schedule a Meeting

  • Granada Building, 5th Floor 1216 State Street, Suite 500 Santa Barbara, CA 93101
  • T: 805.730.3350
  • F: 805.963.4064
  • TF: 855.608.7546
  • Map & Directions
  • Map & Directions
  • 1216 State St Ste 500 Santa Barbara, CA 87501
  • T: +1.505.490.4904
  • Map & Directions
  • Map & Directions

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