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Newsletter: The Tax Trifecta

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Jeremy Finger
  • Updated: October 9, 2024
If you qualify for a Health Savings Account, you may actually be able to get a tax deduction, grow money tax free, AND have money withdrawn tax free for qualified health care expenses!

Of course, talk to your tax advisor and give me a call or email with any questions!!!

Hope all is well with you.

Jeremy

On the lighter side, we have a new driver in the house!
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Jeremy Finger
Jeremy Finger is the Founder and CEO of Riverbend Wealth Management. With a passion for finance ignited at age 12, Jeremy’s career as a financial advisor began in 1996 after graduating from the College of Charleston. A dedicated family man and community leader, Jeremy’s life is shaped by valuable lessons in relationships, perseverance, and balanced living. Through his experience and combined professional credentials, Jeremy strives to share his knowledge and wisdom with those seeking professional financial guidance.
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Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.

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