Let's Start With Your Tax Return

Provide your most recent tax return and account statements, and we can review them with you to discuss observations and planning considerations. The introductory review is offered at no cost and without obligation.

Schedule a Conversation

Phone

(479) 488-4635

Email

melanie@oldfortwm.net

Office

200 North Greenwood Avenue, STE 2, Fort Smith, Arkansas 72901, United States

715 South 8th Street, Rogers, Arkansas 72756, United States

Still have questions?

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Many clients choose to start with a phone call to discuss their questions and goals. If your schedule is busy, you can also use the scheduling link to select a convenient time.

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Bring Last Year's Return and Let Us Take a Look

Let’s take the next step together

Send us your most recent tax return and your account statements, and we will read them with you and share what we see, including areas where tax considerations may warrant further review. If we are not the right fit for your situation, you will hear that from us plainly.

Schedule An Appointment

Contact Us

(479) 488-4635

melanie@oldfortwm.net

200 North Greenwood Avenue, STE 2, Fort Smith, Arkansas 72901, United States

715 South 8th Street, Rogers, Arkansas 72756, United States

The CFP certification is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP certification, candidates must pass the comprehensive CFP Certification examination, pass the CFP Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification mark CFP in the U.S.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Estate planning is done in conjunction with your estate planning attorney.

Neither Kovack Securities, Inc. (KSI) OR Kovack Advisors, Inc. (KAI) nor its Financial Professionals provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a Registered Representative of KSI or KAI. Please consult your own tax or legal professional concerning your own individual situation.

Melanie Radcliff is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory Services offered through Kovack Advisors, Inc, a SEC registered investment advisory firm. Oldfort Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

Link to Client Relationship Summary form can be found here.

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