Our primary focus is serving as a holistic adviser to clients, offering integrated tax, estate,
and personal financial planning in addition to investment advisory services.
Welcome to Active Money Management
 
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress.

With Active Money Management on your side, your financial life will become a much clearer path to financial success. It is our goal to help you build a comprehensive plan that will flex with your life changes, but ultimately will leave you with peace of mind that you are building a solid financial future. There is no time like the present to get started. Join us as we help people who are serious about their money...to create, grow and protect their estate.
Economic Updates

Relevant articles about the current U.S. economy

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Business Partner Updates

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Did You Know...
To partner with YOU for your Business Success, we will come to you to help with your Quickbooks or Accounting needs. Tina is an A Team member that specializes in this area.
Upcoming Events

Estate Planning Seminar
Estate Planning: What Everyone Needs to Know - Will be held at our office on Wed., April 14, 2010 at 11:30am.
Please call our office if you are interested in attending.

Save on Capital Gains Tax ...
Coming in May, a seminar on: "Ways to Save Capital Gains Tax on the Sale of Securities, Real Estate and Businesses.”
Check Back for specific dates.

QuickBooks Class Coming in May
We will be having an Intuit QuickBooks class for our clients in May. Check back for the specific dates.

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Strategies for Today's Market
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 DreamCatchers Book-of-the-Month
The Fred Factor:
How Passion in Your Work and Life Can Turn the Ordinary into the Extraordinary
     (Staff Review Comments)
By Mark Sanborn
   

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Purchase an Amazon.com Gift Card.
 
My Appointment
Need to make an appointment with Active Money Management? Click here for a checklist on what you'll need to be ready for it.
Markets
Tax Resources
Gaylor Tax Services
Tax Preparation & Planning

www.gaylortaxservices.com
  -- Tax Appointment Checklist

 
Securities offered through J. W. Cole Financial, Inc. Member: FINRA/SIPC / (866)592-6531
Advisory services offered through Jonathan Roberts Advisory Group
Licensed to sell Insurance Products in the following states: AZ, CA, CO, FL, IN, NE, NV, NY, TX
Licensed to sell Securities in the following states:
AL, AR, AZ, CA, CO, FL, GA, IA, IN, MD, MI,  NB, NC, NM, NV, NY, OH, OR, PA, SC, TX, WI
Copyright © Active Money Management.