Investment Management and Strategies
- Offer open architecture of fee and commission platforms, depending on your individual needs
- Provide financial education as you move through different hurdles in life
- Prepare, monitor and actively manage your portfolio based on your goals and expectations
Retirement Income
- Create different sources of income, so that there is flexibility depending on your life expectancy, living expenses, rate of return on your investments and inflation
- Partner with you to determine how much you can safely withdraw from your investments, without running the risk of outliving your cash
Tax Free Income
- Develop strategies to reduce or eliminate your tax bill through tax-efficient investments
- Establish an appropriate mix of tax-advantaged accounts, as they will provide choices and options later
- Define possible income streams and sources that are tax-free
Financial Planning
- Develop a financial roadmap, which will equip you to make smart choices with your money
- Assess all areas of your finances; including employer retirement accounts, college savings, estate planning, Social Security benefits and insurance needs.
- Incorporate your goals and needs into a concise implementation plan
Business Benefit Solutions
- Provide solutions that help to retain and attract employees
- Partner with the employer to save them and their employees’ money
- Design benefits that address the needs of the employer and the employees
College Planning
- Evaluate the different funding options that are available e.g. Custodian Accounts, Cloverdell Education Savings Accounts
- Develop ways to leave a legacy
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