Your Finances. Your Future. Your Well-Being.

Fiducient Advisors’ 2026 Financial Planning Guide is a comprehensive resource designed to help you navigate the year ahead with clarity and confidence. This guide covers the latest tax law changes, retirement strategies, charitable planning trends, estate planning essentials and practical tips for managing risk and protecting your assets.

Whether you are planning for retirement, optimizing your investments or safeguarding your family’s future, our guide provides actionable insights and timely updates to support your financial well-being.

The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.