Helpful Links and information about Saving for College and Scholarships: Qualified Independent Local Advisor http://www.damonladd-thomas.com/ FINRA http://apps.finra.org/Investor_Information/Smart/529/000100.asp Bankrate http://www.savingforcollege.com/ Federal Student Aid http://www.college.gov/wps/portal Mark Kantrowitz http://www.finaid.org/about/ UPromise http://www.upromise.com Military Scholarship...
I often come across some of the coolest links and I may need to categorize them. Just type your name and see if you are owed. These sites are free...
NEXT Financial Group There are some familiar faces and a new contender among the 2012 winners BY JOHN SULLIVAN, ADVISORONE, JAMES J. GREEN, ADVISORONE August 21, 2012 • Reprints President: Barry Knight Years in Business: 13 Producing Reps: 810 Average annual gross production per rep: $154,000 2011 gross revenue: $125.1 million Company data self-reported as of April 1, 2012. On Regulation and Fees: I don’t think that...
Being completely independent allows our group to sit on the same side of the table as our clients. We do not have a specific product line or ‘bag of products’, though we have access to the entire depth and breadth of the financial services market. The products offered are based on what is suited for you. We have an undeniably consistent process where we educate our clients while putting them in the ‘driver’s...
NEW ACCOUNTS ACCOUNT INFORMATION FORM BUSINESS ACCOUNT INFORMATION FORM 401K REVIEW NEEDS ANALYSIS (PDF) ACAT TRANSFER (PDF) IRA TRADITIONAL ADOPTION AGREEMENT (PDF) IRA ROTH ADOPTION AGREEMENT (PDF) SEP 5305 (PDF) BROKER/DEALER CHANGE FORM (PDF) LONG TERM CARE INSURANCE DISCLOSURE and COVERAGE WAIVER (PDF) CURRENT CLIENTS IRA DISTRIBUTION REQUEST ACH BANK DRAFTS (PDF) BANK WIRE AUTHORIZATION (PDF) INTERNAL ASSET MOVEMENT AUTHORIZATION...
Damon Ladd-Thomas Wealth Management 305 Cooper Road #200 Loganville (City of Grayson), GA 30052 404.477.401K 678.442.8515 404.538.7606 damon@damonladd-thomas.com Your Name (required) Your Email (required) Subject Your Message
Damon Ladd-Thomas has been in the financial services industry for over eighteen years.
This will be the resource page for all of the helpful planning documentation we use in our practice.
Business Owners that have tax-deferred accounts for themselves and perhaps their employees, should have their accounts
From Life to Long Term Care to Disability…. if your Risk Management has not been reviewed in the last three years,