Thanks to our commitment to technology, we are fully operational and meeting with clients over the phone and via online meetings. We are offering limited in-person meetings for tax clients. Our advisors are ready and willing to answer your questions or review your account. Staff and advisors will be working from home and there is still someone in the office to answer your calls.
Above and beyond all else, we want everyone to stay safe and healthy! Whatever stage of investing you are in - accumulation, transitioning to retirement, or living in retirement - we can help. Working with an independent financial professional allows you to access advice and strategies focused on your specific goals.
Above and beyond all else, we want everyone to stay safe and healthy! Whatever stage of investing you are in - accumulation, transitioning to retirement, or living in retirement - we can help. Working with an independent financial professional allows you to access advice and strategies focused on your specific goals.
Services
Executive Tax & Financial Services in Stevensville will help you make the best possible decisions about your financial future. There is no automated phone service, no figuring out which plan to pick on your own. Our advisors provide attentive, personal service to you. An added benefit of our office is that we have financial and tax professionals who can help you make savvy decisions about your future.
Ride out the rise and fall of the markets. Be an investor for the long-term. If you will be withdrawing from your investments in 30 years, stop worrying about the fluctuations of the markets. Although past performance doesn't guarantee future results, the long-term direction of the stock market has been up.
Anyone can open a 529 plan. Investments inside your 529 plan can grow tax-free and gains are never taxed when the money is used for qualified education expenses. Use the investment to pay for almost all college expenses. The investment can be used to pay for tuition, fees, books, room and board at any college or graduate school accredited by the U.S. Department of Education.
This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k), 403(b), or IRA. Note that taxes may be due on distributions from a traditional IRA, 401(k) or 403(b).
Lincoln Investment Planning, LLC (Lincoln Investment), as your broker/dealer, has changed the custody and clearing arrangements on your account(s) from Pershing LLC to Lincoln Investment's self-clearing and custody platform. You will need to register with the new Lincoln Investment investor site even if you have previously registered.
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