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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Even if you’re young and single, you should still consider protecting yourself.
Learn all about Medicare basics in this informative and insightful article.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
Explaining the SECURE Act and how the changes affect your retirement strategy.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?