Insights

Beacon 2020

02/21/2020 - By Nancy Patton

Are you a sophomore or junior with a declared accounting major? Are you involved in the classroom, on campus, and in the community? If you answered yes, apply to be part of our Beacon 2020 Summer Leadership Program!

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Saltmarsh Hosts "Investments & Taxes" Panel Throughout Florida

02/13/2020 - By Nancy Patton

We started the year off on the road with a series of tax and investment-focused educational events across the state of Florida. The events featured an impressive panel of financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors, Saltmarsh, Cleaveland & Gund, and Dimensional Fund Advisors to shed light on how a ‘one team’ approach to planning for the future provides peace of mind and benefits your bottom line. 

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SECURE Act Passes

01/30/2020 - By Jim Hallberg, J.D., ERPA, QPA, QKA

The Department of Labor issued a final rule on association retirement plans and a proposed rule to establish an additional safe harbor for electronic delivery of notices and disclosures. The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE, was added as Division O to the Further Consolidated Appropriations Act, 2020 (FCAA) and here is everything you need to know.

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What's Happening at Saltmarsh

Service Spotlight: Demolishing Hunger

12/18/2019 - By Alex Clarke

We got in the spirit of giving back by kicking-off the holiday season with our "Demolishing Hunger" supply drive!

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Mariana Sawh Adds Certified AML and Fraud Professional to Her Credentials

12/05/2019 - By Nancy Patton

We are proud to announce that Mariana Sawh has officially been designated a Certified AML and Fraud Professional (CAFP) through the American Bankers Association. 

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Service Spotlight: United Way Day of Caring

10/29/2019 - By Nancy Patton

Every fall United Way of West Florida hosts its community-wide Day of Caring, and for over 20 years our staff has joined the initiative to assist local organizations, non-profits, and schools.

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue Pensacola FL 32501 Local Phone: (850) 435-8300 Email: info@saltmarshfa.com
2020 Saltmarsh, Cleaveland & Gund