Home
About
Our Services
Resources
Tools
- Glossary
- Tax Resources
Client Login
Contact

Doing Well by Doing Good

Doing Well by Doing Good

Doing Well by Doing Good

Learn how you can save taxes and do good with your Qualified Minimum Distribution.

Contact

Office: (770) 888-9047

Fax: (877) 707-6589

7070 Oakcreek Trace

Cumming, GA 30041

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 2023 FMG Suite.

Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC.Advisory services offered through Dempsey Lord Smith, LLC. 901 North Broad Street, Suite 400, Rome, GA 30161

Securities Licensed
Alabama, Georgia, North Carolina, South Carolina, Maryland, Florida

Insurance Licensed
Georgia, Florida, North Carolina, South Carolina, Alabama, Tennessee, Kentucky

https://brokercheck.finra.org/individual/summary/1981586