Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help. You tell me how you'd like to move forward. And I'll help you kick-start your plan. With regular reviews, we'll monitor progress and make adjustments along the way.
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact. A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons. See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact. A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons. See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
Services
Jay Brock has been a Financial Services Representative in the industry since 2005. Jay will work closely together, and collaborate with, other professionals in an effort to provide you with world-class service and create lasting relationships. It is his sincere desire to use his gifts and talents to enrich the lives of others and serve the people that are put before him.
Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered. After all, it's more than just a business.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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