Charitable Giving – For now, for the future

  • See a need and want to help?
  • Hope to support a person, cause or idea that means a lot to you?
  • Want to be charitable but not run out of money yourself?
  • Could use some help making sense of all the different charitable giving vehicles and strategies?
  • Could a donor-advised fund help you?
  • Wondering if you should leave money now, or upon passing?
  • Curious which assets you should donate?
  • Want to know the proper tax implications of your charitable gifts?
We applaud your generosity and desire to help. As both the recipients of many good deeds and now people who are trying to give back ourselves, we recognize the tremendous impact that charitable giving can have. We are here to help you cut through the clutter and give in a way that is best for you and the causes that matter most to you. LET'S TALK

Leaving a Legacy —

I have worked with Steve and XML for many years. He keeps me well informed regarding the market and my accounts not only through relevant email communications, but by picking up the phone. He provides easy to understand analytics when we meet in person to discuss my accounts. My advisor is competent, enthusiastic, knowledgeable and helps take the financial stress out of my life.

Debbie T.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Wondering if there might be something more you and your money could do?

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