Home
About Us
- Overview
- Our Team
What We Do
Advantages
Community
- Geyer-Cain Scholarship Fund
- Giving Back
Events
Resources
Contact

Tax Planning - Do You Plan Throughout The Year Or Just At Tax Time?

Chad Tom, CFP®

February 21, 2025

Contact

Office: 740-297-7070

Toll-Free: 844-578-5564

Fax: 740-297-4686

3596 Maple Avenue

Suite A

Zanesville, OH 43701

info@credofa.com

LPL Financial Form CRS

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, member FINRA/SIPC.

Credo Financial Advisors is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, MD, MI, NC, OH, SC, WY.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Independent Advisor Alliance's Form CRS: https://bit.ly/IAAFormCRS