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 us 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

Value statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want. 

Proud to Be National Award-Winning Advisors

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be recipients of the following awards.

Brandon Honcoop:

  • On Wall Street’s Top 25 Regional Advisors Under 40 list in both 2018, and 2019. Read the full news release here. 
  • On Wall Street’s Top 40 Regional Broker-Dealer Advisors Under 40 in 2020

Hilary Doherty:

  • 2018 and 2019: Working Mother and SHOOK Research’s Top Wealth Advisor Moms
  • 2018: Forbes Top Next-Gen Wealth Advisor
  • 2019: Forbes Best-In- State Next Gen Wealth Advisor
  • 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40

 To read the full news release and see the list, view here.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

 

Become a client 

                                       
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

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