The Tax Man Financial Services LLC

Doubleday Conley LLC is a partnership formed by Roland Doubleday CFP, AIF and Kevin Conley CFP, CRPC to provide their clients' with the best advice and research to help clients take action and make choices that will meet their financial needs and reach their financial goals.As Certified Financial Planners, we offer comprehensive financial advice and work in the areas of Financial Planning, Investment Management, Income Products (Annuities, REITs, BDCs) and Protection from catastrophic financial events (Life Insurance, Disability Insurance, Long Term Care Insurance,). Every client is different and we work to understand the needs and goals of each client and how to work with each client in the best way for them to succeed.Roland is a registered principal and Kevin is a registered representative with Cambridge Investment Research, Inc., (Cambridge) member FINRA/SIPC. and are Charles Schwab Advisors.Schwab Advisor Services has over 25 years of experience working with investment advisors and has over $1 trillion in client assets. Schwab Advisor Services serves independent advisors and includes the custody, trading, and support services of Schwab.Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer, 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the United States. Cambridge's full range of products and services, and their receptivity to our ideas and concerns about how to satisfy our clients and supporting our practice, convinced us they are truly an independent broker-dealer.

Armor Financial Group is working with persons approaching retirement to advise in structuring their retirement as well as assisting retirees to manage their financial and lifestyle affairs. Our goal is to help retirees to coordinate and manage their resources and assets to provide satisfaction, peace of mind and quality of life in retirement. We address retirement in three key areas as we plan, protect and provide. Jeff Christian is president of Armor Financial Group and has 30 years of experience in financial services. He is a Certified Financial Planner and Investment Advisor, as well as Chartered Retirement Planning Counselor. With so many opinions on retirement and investment tools available today, it's important to work with a financial professional with specific expertise in services and strategies applicable to retirement planning. Armor Financial Group services are: Retirement Lifestyle Coaching, IRA Legacy Planning,Wealth Accumulation, Life Insurance Planning, Asset Protection, Charitable Giving Strategies, Tax Planning, Income Planning, Long Term Care Planning, IRA & 401(K) Rollovers, Estate Planning, Social Security Planning

Scott E. Schayot CFP in Metairie, LA offers personalized financial advisory services tailored to the unique needs of each client, whether individuals, families, or high-caliber institutions. With a personal approach and robust capabilities, they create customized investment strategies to deliver a quality standard of service with every presentation. The firm provides expert financial guidance for business owners, corporate executives, retirees, and families, emphasizing a pragmatic approach to wealth management and nurturing wealth for a longer, better life. With a commitment to applying knowledge effectively and utilizing vital resources, Scott E. Schayot CFP aims to help clients achieve their financial goals and objectives.Generated from the website