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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Debt Stress
There’s a link between debt and stress.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
View all articles 
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Saving for College 101
Here’s a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Markets React
When markets shift, experienced investors stick to their strategy.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.