We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
We take pride in updating our clients with the latest tips and tricks in the industry.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.
Advisory Services offered through Sowell Management Services, a registered investment advisor. Tom and Gerrit are also licensed to offer insurance products in multiple states. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Tom and Gerrit are properly registered/licensed for insurance.
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
If you aren’t taking advantage of your annual retirement contribution limits, you might miss out on reducing your taxable...
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
If you aren’t taking advantage of your annual retirement contribution limits, you might miss out on reducing your taxable...
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
If you aren’t taking advantage of your annual retirement contribution limits, you might miss out on reducing your taxable...
Advisory services offered through Sowell Management Services (“SMS”), a registered investment advisor. SMS and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which SMS maintains clients. For information pertaining to the registration status of SMS, please contact the SEC or FINRA. A copy of SMS’s current written disclosure statement discussing SMS’s business operations, service and fees is available upon written request.
General: This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Compensation Designs does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Compensation Designs does not, and this site does not intend to, render tax or legal advice. Certain portions of this website may contain a discussion of and/or provide access to Compensation Designs’ (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
Links: At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Compensation Designs. Compensation Designs does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Compensation Designs does not necessarily endorse or recommend any commercial product or service described at these websites.
Copyright © 2024 Compensation Designs. All rights reserved.
