7101 Wisconsin Avenue
Suite 1200
Bethesda, MD 20814

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La'Mont J. Baxter
Financial Representative

(301) 907-9030 x1337

 

Tools

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.