Does Your Financial Advisor Talk Taxes? We Do.
Discover how thoughtful tax strategy can elevate your wealth plan and help you keep more of what you’ve built.
Frank G’s Place
June 4th, 2026
Clarity and Confidence
See how proactive tax planning fits into a complete retirement picture.
Tax-smart strategies
Moves successful families use to reduce life-time taxes - not just this year’s bill.
Real conversations
No sales pitch. An evening with our team and the questions that matter most.
ABOUT OUR SPEAKERS
The team you’ll meet
Nick Raught, CFP®
Nick has built his career on dependable, trust-driven relationships - helping clients align everyday decisions with long-term goals. He listens first, then tailors plans around the values and circumstances that make each family’s situation unique.
Vasili Rizos, CFA, CFP®
Vasili partners with individuals, families, and business owners pursuing long-term financial success. As a shareholder at Three Cord, he focuses on personal financial goals and the effective management of 401 (k) retirement plans for the businesses behind them.