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Don Zehner and Ryan Muller from Zehner, Maloy & Associates, a long-time Logansport accounting business, discuss the new tax laws and how it impacts you, the taxpayer.
For more information, go to their website: https://www.zmacpa.com/home
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. All entities are separate and not affiliated with LPL Financial.
Logansport, Indiana — March, 8, 2018 – David J. Workman, an independent financial advisor at Workman & Associates in Logansport, Indiana, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors.
According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data*.
“This is a huge accomplishment,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “It takes a tremendous amount of dedication and experience to achieve this level in our industry. Dave has committed to his role in supporting his clients’ financial lives and is a great example of the value the independent model has to grow successful businesses. We are proud to be an enabling partner to Dave and wish him continued success.”
David Workman has been providing financial services to more than 2,000 clients in Northcentral Indiana for 30 years. Mr. Workman provides assistance with a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, traditional and Roth IRAs, annuities, estate planning, life insurance, long-term care insurance, 529 college savings plans, and more.
David Workman is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
LPL.com / NASDAQ: LPLA
**Based on total revenues, Financial Planning magazine, June 1996-2017
LPL Financial, Forbes magazine and SHOOK Research are separate entities.
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How much do I need to retire? Part 1 of a 3 part series
No strategy assures success or protects against loss.