Financial and investment clarity today, confidence tomorrow

When it comes to your finances, I know that you want to be financially secure. In order to do that, you need to have a personalized wealth plan and investment strategy unique to you. The challenge is that terms like "personalized wealth plan" and "investment strategy" often turn people off, scare them away or take too long to figure out on your own. The result is you are left feeling unprepared or anxious about this critical item you can't quite seem to check off your list.

Not having the right plan can cost you - plans that don't fit your values, aren't optimized, are too complicated or aren't preparing you for your desired future.

My core belief is that everyone deserves an opportunity to work with an advisor they can trust who can simplify their finances, help them understand their choices, and create a personalized wealth plan that works for you. I have 20 years as a Certified Financial Planner® along with the resources of RBC Wealth Management to provide you the guidance to live your best life possible.

Let's get started. Don't leave your financial future to chance. Your financial plan shouldn't leave you feeling anxious or unprepared. Contact me today to set up an appointment to review your current financial plan and get the guidance you need to be financially secure.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2020
Fair Market Value Statement January 31, 2020
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 18, 2020
REMIC Tax Information Summary March 16, 2020
Revised Tax Information Summary (Forms 1099) On or about March 18, 2020

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Dennis Hobbs joins RBC Wealth Management's exclusive group

I am honored to have recently been selected as a member of the firm’s Portfolio Manager - Portfolio Focus group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. Click here to read the press release

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