Investment & Financial Planning for your future
Welcome to our Website!
The Financial Professionals and staff of Devon Financial Group, Ltd. would like to thank you for visiting our website. There are many sources of financial information and "self-help" articles available today in printed and electronic format, so we greatly appreciate you taking the time to visit our site.
We hope that your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your financial planning. We have created this website to help you better understand the techniques and concepts of personal investing, retirement and income distribution planning, estate planning, insurance, and protecting your hard-earned savings from risk. In addition, we hope that this information will help you decide whether you need the assistance of a financial professional to help you structure your financial future. If so, we stand ready to serve you.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.