BIG IDEAS: 2020 EVENT
Please join us for a relaxing evening at Richmond's oldest winery, James River Cellars. There you will be able to partake in some complimentary wine tasting. We will have food and non-alcoholic drinks for everyone also.
Spence Baxter is a partner with Johnson Gasink & Baxter and will present valuable information on protecting your estate through proper planning.
Matt Murphy is a national speaker and will be presenting BIG IDEAS: 2020. He will look at some of the latest technologies and innovations and where to invest to take advantage of the upcoming trends for 2020 and beyond.
Please RSVP to either Steve Hamant or Michael Muldowney at (804 ) 270-0703
Investments are offered through Lincoln Financial Securities, a registered broker dealer. Deep Run Financial, located at 4461 Cox Rd., Glen Allen, VA is not affiliated with Lincoln Financial Securities. No products or services will be solicited at this event.
Lincoln Financial Securities and their representatives do not offer legal or tax advice. Lincoln Financial Securities are not affiliated with ARK Invest or Johnson, Gasink & Baxter, LLC. LFS-2836004-112019
Understanding Today’s Financial Environment
Welcome, we are a financial services firm in Glen Allen, Virginia. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals all have over 20 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call Steve, Tim or Mike at (804) 270-0703.
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.