Fervida Financial Strategies, LLC

Fervida Financial Strategies, LLC Fervida Financial Strategies, LLC was founded by local resident, James L Hartman, CLU, ChFC in 1965. member FINRA/SIPC.

Fervida Financial Strategies, LLC operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our firm operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our associates believe that tax reduction strategies, insurance planning, retirement plans and es

tate conservation should be top priorities for preserving your financial future. Our goal is to take the mystery out of investing, insuring, preparing for retirement, and helping preserve your wealth, by helping you acquire the information you need to pursue your financial goals. We hope to establish a long and trusted relationship with our clients. We serve individuals and small business in many areas of financial management, including:
-Retirement planning
-Tax reduction strategies for your investments
-Estate planning
-Risk management
-Education funding
-Investment Planning
-Employee and executive benefits


Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

02/10/2023

Pershing 1099 tax forms are starting to be mailed out, some may take longer than others. If you don't want to wait for the mail, you may find yours by logging into your eQuipt portal under the "eDocuments" tab.

Remember, there is still time to maximize your IRA/Roth contributions for 2022 (for those who qualify).
For 2023, IRA/Roth contribution limits have been increased by $500 for the year.

Give us a call for more details or questions: 574-875-5154

CHILD TAX CREDIT: Beginning July 15, those with children age 17 and under may start receiving an advanced child tax cred...
07/15/2021

CHILD TAX CREDIT: Beginning July 15, those with children age 17 and under may start receiving an advanced child tax credit. For children age 1-6 they may receive $300/month and a $1,800 credit at the end of the year, per child. For children age 7-17, $250/month and a $1,500 credit at the end of the year, per child.

The previous year, parents with children age 16 & under received $2,000 per child in a tax credit. Be aware, this may affect your tax return as you may receive less in a credit at the end of the year over the previous year.

It’s also important to note that these benefits start to phase out for single parents earning $75,000+ and couples filing jointly earning $150,000+. This is based off of 2021 income.

If you have further questions about the child tax credit or would like to discuss how this could be used to benefit you or your child’s future, please give Fervida Financial Strategies, LLC a call and ask to speak with a trusted advisor.

Good economic thoughts by Brian Wesbury.
04/01/2020

Good economic thoughts by Brian Wesbury.

Wesbury 101 - Economic Video Commentary A video series providing perspectives on important economic issues.

03/17/2020
12/14/2018

This Christmas, give the Gift of Opportunity with a 529 College Savings Plan.

There are many great tax and savings benefits with these plans; let us know how we can help.

Call now to connect with business.

Address

24005 US Highway 33
Elkhart, IN
46517

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15748755154

Website

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