Schram & Associates

Our website has great information for individuals and business owners - visit our Newsletter page for pertinent and timely information, like the article: IRS Halts Processing Of New ERC. Click to view, or hit Subscribe to get monthly updates! https://lnkd.in/gh244Jrr

We help you keep what you've earned by minimizing your tax burden. Call or email to set an appointment before the end of the year! 253.639.0494 or mailus@schramandassociates.com

No matter the size of your business, managing your retirement plan can be time consuming. Working with an experienced financial advisor can help ensure that your retirement plan works for you and your employees. Schedule a no-cost initial consultation with AGP Wealth Advisors to create a personalized retirement plan for your business. 👉 https://bit.ly/3s6HSG4 Or, if you want to learn more about financial planning, download our Financial Planning Overview. 👉 https://bit.ly/3mQi1oK The referring professional is not a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.

You know how to roll up your sleeves and get things done. But even the most resourceful entrepreneurs need to recognize when it’s time to call in a specialist. Set up a complimentary initial consultation with AGP Wealth Advisors to talk about setting up a retirement plan for you and your employees. 👉 https://bit.ly/3s6HSG4 Or, if you want to learn more about financial planning, download our Financial Planning Overview. 👉 https://bit.ly/3mQi1oK The referring professional is not a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.

With the recent market swings, many of my clients are asking if they should sell and take a loss based on potential tax benefits. These questions are best answered by a tax professional and financial advisor working together on your behalf. If you don’t have a financial advisor or would be interested in a second opinion, call or email us – we have a fantastic recommendation for you. 👉 https://bit.ly/42Lc7FU

Adjusting your plan in retirement is more common than you think. Don’t let changing course stop you in your tracks. Schedule a no-cost initial consultation with AGP Wealth Advisors to design a new plan that meets your new goals. 👉 https://bit.ly/3s6HSG4 Or, if you want to learn more about financial planning, download our Financial Planning Overview. 👉 https://bit.ly/3mQi1oK The referring professional is not a client of Ameriprise Financial and receives cash payment(s) if you open an Ameriprise Financial account. These payment(s) are an incentive to refer you to Ameriprise and creates a conflict of interest. In addition, the referring professional also has a personal or business relationship with the Ameriprise advisor.