Home
Company
Client Resources
- Client Resources
Divorce Articles & Checklists
Insights
Divorce Workshops
Tools
- Glossary
- Tax Resources
Contact Us

2020 Tax-Planning

2020 Tax Planning

2020 Tax Planning

2020 Tax Planning Year-End Preparations

Link to 2020 Tax Planning

Contact

Investment Services

Office: (859) 552-8902

Fax: (859) 838-7142

1104 Tanbark Road

Lexington, KY 40515-1818

Certified Public Accountant, Personal Financial Specialist, Certified Retirement Planning Counselor®, Certified Divorce Financial Analyst®, Health, Life, Annuity

doug@investmentservicesinc.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.