PHELAN & MYERS 2 FOR 20: Year-End Tax Planning Strategies

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Tieg Reeder/Rector, Reeder & Lofton, P.C.

From their Georgia offices, Rector, Reeder & Lofton, PC provides accounting and tax services for small to mid-size businesses, individuals, and non-profits. They offer a wide range of services for business owners including QuickBooks services, accounting & bookkeeping, payroll services, tax planning, and so much more.

Rector, Reeder & Lofton, PC also provides specialty audit and accounting services to HUD (U.S. Department of Housing & Urban Development) Housing Authorities across the country, and other local governmental agencies. Their uniquely experienced team will help you overcome the complex and cumbersome HUD requirements and assist you with HUD audits, consulting, internal controls and compliance, and fee accounting.

Scott Phelan, CFP®

Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

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