The topics listed below are intended to cover a variety of ...



22860085595586740085595Gentry Financial Services Robert Gentry, RFC?, CRPC? 3118 N. Croatan Hwy.Suite 210Kill Devil Hills, NC 27948 NC (252) 449-8165VA (757) 333-5054rgentry@ Answering the Financial Questions that CountThe topics listed below are intended to cover a variety of situations--more than any one household will ever likely need to consider. All of the information available is offered to help you understand your current financial situation and make informed decisions. Simply fillout the form (online or on paper) and return it to request information on the subjects that interest you.Send information on checked items to:Name Robert A. GentryE-mail rgentry@ Address 3118 N. Croatan Hwy., Suite 210 City Kill Devil HillsBusiness PlanningStarting or Buying a BusinessState NCZIP Code 27948Choosing a Business EntityBusiness InsuranceBusiness Tax PlanningRetirement Plan OptionsBusiness SuccessionBusiness phone (252) 449-8165Home phone (757) 718-8353Best time to call_between 8:00 am and 5:00 pmPersonal Finance Insurance PlanningBudgeting and Cash ReservesEstablishing or Maintaining CreditCredit CardsHomeownershipBuying or Leasing a CarIdentity TheftProtecting Your Loved Ones with Life InsuranceEstimating Your Life Insurance NeedsWhat Type of Life Insurance Is Best for You?Creating an Estate Plan with Life InsuranceLong-Term Care OptionsFinancial Impact of a DisabilityEducation Planning Estate PlanningSaving for College529 PlansFinancial AidStudent LoansRepaying Student LoansEducation Tax Credits and DeductionsWills and TrustsPlanning for IncapacityCreating and Preserving a Family LegacyUsing Life Insurance in Estate PlanningStrategies to Minimize Estate TaxesCharitable Gifting StrategiesRetirement Planning Investment PlanningIRAsEmployer-Sponsored Retirement PlansAnnuitiesStrategies for Retirement Plan DistributionsSaving for RetirementSocial Security and MedicarePlanning for Income in RetirementUnderstanding Social SecuritySocial Security Retirement BenefitsSocial Security Disability BenefitsMedicareTax PlanningMedicare Prescription Drug CoverageIncome Tax PlanningYear-End Tax PlanningInvestment Tax PlanningAlternative Minimum Tax (AMT)OtherGift and Estate TaxesIf you want information about something not listed here, tell us below what you are looking for.Investing BasicsSetting Investment GoalsDesigning and Managing an Investment PortfolioHandling Market VolatilityAsset Allocation and DiversificationTaxable vs. Tax-Free InvestingStocksBondsCDsMutual Funds/ETFsSeparately Managed AccountsLife EventsBuying a HomeGetting MarriedRaising a FamilyChild with Special NeedsChanging JobsStarting a BusinessCaring for an Aging ParentGetting DivorcedDeath of a Family Member2286009118600Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation, member SIPC. Gentry Financial Services is not an affiliate of Lincoln Financial Securities Corporation.Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances.The information in our newsletter is provided to Robert A. Gentry by Broadbridge, Inc.Page 2 of 2 ................
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