Updates About COVID-19 (Coronavirus) - Learn More


PPP Loan Forgiveness Assistance

06/11/2020 - By Saltmarsh, Cleaveland & Gund

If your business has received a Paycheck Protection Program (PPP) loan from the Small Business Administration (SBA), you may be concerned about meeting the loan forgiveness requirements. Our team can assist with reviewing forgiveness applications that present questions or need additional analysis and are here to address your questions regarding overall forgiveness.

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Family Wealth Planning in A Time of Uncertainty

06/07/2020 - By Saltmarsh, Cleaveland & Gund

The full impact of COVID-19 is unknown. While we wait for questions to be answered many are asking what can we do right now? What’s next for our families? What's next for family businesses and the people who work for them? Planning for our future generations is the greatest gift we can give, particularly during times of uncertainty.

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CARES Act Brings Important Changes to Retirement Plans

06/04/2020 - By Chris Stennett, CFP®

The CARES Act was signed into law on March 27, 2020. The $2.2 trillion emergency package represents a massive fiscal effort to lessen the impact associated with COVID-19 across many sectors of the country. This information provides a brief outline of the provisions within the bill that will have a direct impact on retirement plans, their participants, and their administration. 

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What's Happening at Saltmarsh

Saltmarsh Hosts Investments & Taxes Panel Series 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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The Statistics Are In: Saltmarsh Exceeds Its Community Service Goal During 75th Anniversary in 2019

01/24/2020 - By Saltmarsh, Cleaveland & Gund

“Service is at the core of our business, and it was truly an honor to give back in our communities across Florida and Tennessee to bring greater awareness to the many needs and organizations working to make a difference,” said Lee Bell, Saltmarsh president.

While honoring our 75th anniversary during 2019, we achieved 2,306 additional community service hours, 362 hours past our goal of 1,944 hours to mark the year we were founded.

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Saltmarsh Named One of Forbes' Top Recommended U.S. Tax Firms

12/19/2019 - By Saltmarsh, Cleaveland & Gund

We have been chosen by our industry peers to be honored as one of Forbes Top Recommended Tax firms in the U.S.

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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