Evans Lanta

Financial Planning Consultants, Accounting Services, Financial Planners

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(301) 459-2484Call Visit WebsiteVisit Website Map & DirectionsDirections4041 Powder Mill RdBeltsville, MD 20705 Write a ReviewWrite Review

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AKA: Lanta Evans Motte Raymond James Financial Services
Other Link: http://www.rjfs.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (301) 459-2484

Address: 4041 Powder Mill Rd, Beltsville, MD 20705

Website: http://www.rjfs.com

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Evans Lanta

Tax Planning
Estate Taxes
Tax Services
Income Tax

Investment Management
Through our broad suite of services including retirement planning, estate planning, education planning, insurance planning, investment management and small business planning, we’ll provide a comprehensive financial plan that
Wealth Management
With over 45 years of experience helping clients achieve their financial independence, we understand the importance of developing a plan that precisely fits you and your family. We’ve built our practice by seldom taking the same approach twice. Rather than following a set process, our team focuses on getting to know you personally. Our planning starts only after we have a firm understanding of your circumstances and needs, tolerance for risk and dreams for the future. Instead of working with a single advisor, we offer the care and experience of our entire team. Our financial planning and wealth management approach encourages continual collaboration – with you, your other professional advisors (CPA, attorney, etc.) and amongst the PFG team – to help ensure every need is addressed and every opportunity explored. We are committed to empowering you to find your freedom and enjoy all life’s moments with the confidence that you’re well cared for.

Accounting Services
Payroll Services

Financial Planning
We understand the important role we play in providing our clients with timely market updates and helpful financial planning advice. We invite you to explore our recent insights and check back frequently as we strive to always keep you informed.
Retirement Planning
Every great partnership is built upon honesty and integrity. The foundation of our commitment lies in taking personal accountability and gaining unequivocal trust with our clients. We understand that planning for the future can be complex and stressful. Whether advising on everyday spending, retirement planning, investments, insurance, college savings or any other financial need, we’re committed to providing you the confidence and knowledge needed to be prepared for life’s uncertainties.
Long Term Care
The greatest threats to your assets are often the least expected – an unforeseen illness or death, the need for long-term care or the loss of a business. That’s why we believe appropriate insurance coverage is an important part of your overall financial plan, particularly life and long-term care insurance. We have relationships with many different insurance companies and their products, so you’ll have access to a wide array of quality coverage options that can offer a potentially important layer of protection for you and your family. We’ll work to find the best coverage at the most affordable price. PFG understands that ensuring our clients are prepared for life’s uncertainties is as important as planning for the good times.
Asset Management
In today’s complex market, even sophisticated investors are challenged to stay current, monitor their investments and respond to rapidly changing conditions. We offer a complete and comprehensive range of asset management services designed to free you from the need to constantly monitor your portfolio so you can focus on the things that matter most in your life.
College Funding
One of life’s most rewarding expenses is providing for the education of a child or grandchild. Our experience and professional guidance can help you give your child the opportunity for the bright future he or she deserves.

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