Tax Updates SEARCH Traphagen Tax Alert - Tax Planning Strategies for Individuals & Businesses OCTOBER 28, 2021 Read More Traphagen Tax Alert - Tax Relief for those Impacted by Hurricane Ida SEPTEMBER 10, 2021 Read More Traphagen Tax Alert - Extension of Time to File and Payment Options APRIL 8, 2021 Read More Traphagen Tax Alert – Paycheck Protection Program Round 2 JANUARY 8, 2021 Read More Traphagen Tax Alert - Year End Tax Planning Strategies for Individuals & Businesses OCTOBER 29, 2020 Read More Traphagen Tax Alert - New Jersey Small Business Loan OCTOBER 15, 2020 Read More PREVIOUS PAGE NEXT PAGE 1 of 7 Traphagen Investment Advisors, LLC (an affiliate of TFG) is a Registered Investment Advisor registered with the SEC and offers securities through Fidelity and Schwab, members FINRA & SIPC. Terms & Conditions Powered by Twenty Over Ten

Wealth Management Services PORTFOLIO MANAGEMENT PHILOSOPHY OUR PORTFOLIOS CORPORATE RETIREMENT PLANNING WEALTHSTARTER TRAPHAGEN RECESSION INDEX Traphagen CPAs & Wealth Advisors offers a comprehensive suite of wealth management services with a thorough department that includes specialists in all wealth management disciplines. We employ a ‘team’ approach for our clients to ensure that each client establishes a relationship with the team members that specialize in the areas that are most applicable to their unique situation. In addition, this ensures all clients will always have access to at least one of their advisors. The advantage of a wealth manager that not only manages your portfolio but also protects that wealth through proper estate and tax minimization planning is significant. As fee-only advisors, we always act as a fiduciary to our clients. We derive income from our advisory fee – a sliding scale percentage – based upon assets under management. Estate Planning Portfolio Management Risk Management Insurance Planning Retirement Planning Tax Planning & Preparation Risk Management Risk management is one of the most important aspects of a financial plan and investment portfolio. Traphagen puts extensive effort into researching all possible risks to a retirement plan and your portfolio. Traphagen has developed SmartHedge®, an investment risk management strategy used in certain market environments to contain overall portfolio risk. To learn more about SmartHedge®, click here. Traphagen Investment Advisors, LLC (an affiliate of TFG) is a Registered Investment Advisor registered with the SEC and offers securities through Fidelity and Schwab, members FINRA & SIPC. Terms & Conditions Powered by Twenty Over Ten