Check the background of this financial professional on FINRA's BrokerCheck.
THE SETTLE GROUP
1035 Frederica Street
Ste. 100
Owensboro, KY  4230

Phone:       (270) 926-4747
Toll Free:   (800) 588-1598                                  
You have plenty of things to worry about—your financial well-being should not be one of them. Let us help you plan for the future! Whether your goal is saving money for your child's education, preparing for retirement, buying a home, or building a business, important financial choices must be made. To assist in these decisions, you need the skill and experience of a financial professional who understands your concerns and shares your vision.


We help our clients address the following concerns:
  1. What is the likelihood that I will run out of money?
  2. If something unexpected were to happen to me, what are the chances I would leave my family financially the way I want?
  3. When it comes time to distribute my estate, will it go to whom I want, in the way I want, and in the most tax-efficient manner?
  4. How should I manage my investments and other financial resources to maximize the likelihood of achieving my goals?
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
PreviousNext
Tell A Friend Tell A Friend
 
 
 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.
 


Check the background of this financial professional on FINRA's BrokerCheck.