Barksdale William

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Map & DirectionsDirections1104 Commerce St # 100Lynchburg, VA 24504 Write a ReviewWrite Review

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Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (434) 948-1100

Address: 1104 Commerce St # 100, Lynchburg, VA 24504

Barksdale William

Taxes

Tax Planning
Tax planning for 2024? Our Tax Planning and Reference Guide provides rates, rules, limits and more. Contact your Financial Advisor for help. read more
Charitable Giving
DDAP is a donor advised fund that offers increased flexibility for your charitable contributions and allows you to instill the idea of philanthropy in your family for generations to come. DDAP is a program of Renaissance Charitable Foundation Inc. (RCF).
Roth IRA
Income Tax
*Annuities are long-term investments intended for retirement planning. Withdrawals of earnings and other distributions of taxable amounts are subject to ordinary income taxes, and, if taken prior to age 59 1/2, an additional 10% premature withdrawal penalty may apply. Fees and expense for these products may be higher, and the surrender period may be longer than contracts without these enhanced features and benefits. Annuity contracts may not be appropriate for some clients. You should carefully consider whether an annuity is right for you after a thorough discussion with your Financial Advisor. Certain benefits may provide reduced values at advanced ages, and insurance companies may force annuitization at a certain age. Please consider these items carefully before purchasing any annuity contract.
Tax Deferral
If you’re seeking tax deferral, protection of your assets for heirs, or lifetime income, we offer fixed and variable annuities* from highly rated insurance companies and professional money managers. Ask your financial advisor for more information to determine if an annuity might be right for your overall plan.
Capital Gains Taxes
A DAF is a charitable giving vehicle that allows donors to contribute as frequently as they like and then recommend grants to their favorite charities from their personal fund. The Fund is established through a public charity so donors can receive an immediate tax benefit on their contributions and avoid the capital gains tax on appreciated assets.

Investment

Investment Management
Individuals and companies have wide ranges of needs and preferences, so we offer a variety of approaches to investment management. You may want to be intimately involved in selecting investments, or you might choose to leave the details to us. You may want to invest part of your wealth in a specific strategy or diversify your entire portfolio with the strategies of managers from around the country. Whatever your needs, we tailor solutions that work for you.
Mutual Funds
Assets you can contribute include: cash, stocks, mutual funds, real estate, closely-held business interests, IRAs, bequests, trust interests, life insurance.
Bonds
Wealth Management
At Davenport & Company, we believe that wealth management is timeless. Opportunities arise, trends change, and technologies evolve — but the fundamentals of investment research and management remain. Our financial advice and personal service are the foundation of our success with individuals and institutions across generations.

Accounting

Accounting Services

Planning

Financial Planning
Davenport is proud to be recognized by readers of Coastal Virginia magazine as the 2023 Southside Gold Winner for Best Financial Planning Company! READ MORE
Retirement Planning
Saving for retirement is one of the most important financial decisions you can make. We specialize in retirement planning for individuals and businesses, and offer guidance and investment solutions to help make your goals a reality.
Annuities
If you’re looking to grow an asset with a protected value for your spouse or other heirs, variable annuities offer the ability to invest your funds with many well-known investment managers, while providing a minimum value that will pass to your beneficiaries, regardless of investment performance.
Long Term Care
Knowing your rights. If you engage the services of a paid or family caregiver, you have the right to voice your preferences and concerns. If you live in a nursing home, call your Long Term Care Ombudsman. The ombudsman is your advocate and has the power to intervene.
Asset Management
Davenport Asset Management is a boutique money manager founded in 1984 with over $10 billion in assets under management. Our competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history of our firm.

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