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

Health Care Changes
ARE YOU AS CONFUSED ABOUT THE HEALTH CARE CHANGES AS WE ARE?
If you are nearing the age to sign up for Medicare or already have a Medicare Plan, THIS IS A MUST FOR YOU!

Wednesday, October 13th could be one of the most important days for you this year.

Because of all the changes in Health Care this year, we are offering seminars on Wednesday, October 13th at both 10am and 1pm. Please call our office to register as space is limited.

Client Eduction Events
Upcoming Client Education Events, Watch for dates and times:

"Navigating Choppy Seas" by Genworth Wealth Management
"Saving on Capital Gains Taxes While Creating a Private Pension" by Yellowstone Trust Administration
"How does the Healthcare Bill Affect YOU - Tax Changes and Medicare Options"
GTS and other presenters too.

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Strategies for Today's Market
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 DreamCatchers Books for the Summer
   

Visit our complete A-Store.
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
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