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Elliott Guthrie Kendall Wealth Management - Home

Our Products and Services. Thomas Shurgar joins EGK Wealth Management. Our experienced advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation. At Elliott Guthrie Kendall, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. WELCOME TO ELLIOTT GUTHRIE KENDALL WEALTH MANAGEMENT. Maintaining a hea...

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921 SW W●●●●●●●●n Street

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Por●●●and , Oregon, 97205

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Smarsh Inc

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921 SW W●●●●●●●●n Street

Sui●●●540

Por●●●and , Oregon, 97205

United States

1.86●●●●7741

te●●●●●@smarsh.com

View this contact

Smarsh Inc

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Sui●●●540

Por●●●and , Oregon, 97205

United States

1.86●●●●7741

te●●●●●@smarsh.com

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Elliott Guthrie Kendall Wealth Management - Home | egkwealthmanagement.com Reviews

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Our Products and Services. Thomas Shurgar joins EGK Wealth Management. Our experienced advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation. At Elliott Guthrie Kendall, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. WELCOME TO ELLIOTT GUTHRIE KENDALL WEALTH MANAGEMENT. Maintaining a hea...

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1 account view login

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5 some useful links

6 about lpl financial

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8 bentonville team

9 little rock team

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Elliott Guthrie Kendall Wealth Management - Home | egkwealthmanagement.com Reviews

https://egkwealthmanagement.com

Our Products and Services. Thomas Shurgar joins EGK Wealth Management. Our experienced advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation. At Elliott Guthrie Kendall, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. WELCOME TO ELLIOTT GUTHRIE KENDALL WEALTH MANAGEMENT. Maintaining a hea...

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egkwealthmanagement.com

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Estate | Elliott Guthrie Kendall Wealth Management

http://www.egkwealthmanagement.com/resource-center/estate

Our Products and Services. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. Principles of Preserving Wealth. Choosing a Business Structure. Probate c...

2

Retirement | Elliott Guthrie Kendall Wealth Management

http://www.egkwealthmanagement.com/resource-center/retirement

Our Products and Services. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Are you ready for retirement? Here are five words you should consider. Investment Strategies for Retirement. It's important to make sur...

3

Tax Resources | Elliott Guthrie Kendall Wealth Management

http://www.egkwealthmanagement.com/tools/tax-resources

Our Products and Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. 160; Download Market Commentary.

4

Resource Center | Elliott Guthrie Kendall Wealth Management

http://www.egkwealthmanagement.com/resource-center

Our Products and Services. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. 160; Download Market Commentary.

5

Revising Estate Strategy Assumptions | Elliott Guthrie Kendall Wealth Management

http://www.egkwealthmanagement.com/resource-center/estate/revising-estate-strategy-assumptions

Our Products and Services. Revising Estate Strategy Assumptions. When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹. Changes in Gift Strategies. For many estates, there may now be no reason to gift assets during a lifetime, unless there is a present need with a family member. An indivi...

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egkwealthmanagement.com

Elliott Guthrie Kendall Wealth Management - Home

Our Products and Services. Thomas Shurgar joins EGK Wealth Management. Our experienced advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation. At Elliott Guthrie Kendall, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. WELCOME TO ELLIOTT GUTHRIE KENDALL WEALTH MANAGEMENT. Maintaining a hea...

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