Skip to content
twitterfacebook
  • T: 765.662.2114
  • F: 765.664.2741
  • TF: 800.382.0159
Feel free to reach out.
  • Home
  • About the Team
    • About the Team
    • Marc E. Schultz
    • Cory M. Powell
    • Geanine Niverson
    • Leslie Linn
    • About Raymond James
  • Process
  • Services
    • Services
    • Asset Allocation
    • Estate Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
  • Our Clients
    • Our Clients
    • Affluent Individuals
    • Businesses
    • Not-for-Profits
    • Retirees
  • News
  • Resources
    • Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Back Nine Wealth Management Group
    1800 N Wabash Rd Ste 103 Marion, IN 46952-1300 T: 765.662.2114 F: 765.664.2741 TF: 800.382.0159
    Map and Directions Map and Directions
Back Nine Wealth Management Group logoBack Nine Wealth Management Group logo
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Longevity Planning
  • Media
    • Checklist
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Aging in Place Guide
10/26/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Secure a plan for your family's future
7/10/2018
Retirement and Longevity
Always here for you
Back Nine Wealth Management Group logoBack Nine Wealth Management Group logo
  • Back Nine Wealth Management Group 1800 N Wabash Rd Ste 103 Marion, IN 46952-1300
  • T 765.662.2114
  • F 765.664.2741
  • TF 800.382.0159
  • Map & Directions
  • Map & Directions
twitterfacebook

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use