Private Wealth Management
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Take A Test Drive!
Not sure how fee only advice can help
you?
Take a test drive with our $199 fiscal
check-up. If you have questions about
your asset allocation, stock or mutual
fund holdings, or 401k investment
options, if you want to know if you are on
track to reach your retirement goal or
fund your children's education, if you
have questions about your life insurance
or long term care needs, or if you simply
want a second opinion but don't want to
be "sold" something. Here is your
chance to get the answers you are
looking for with no long term commitment.
Simply call to request an interview
package. Once you have submitted the
background information we will schedule
a one hour session where we will
address any three financial concerns
you have. There is no 'sales' pitch, only
professional advice that could make a
big difference for you and your family.
We offer you comprehensive financial planning services which include:
- Retirement Planning - How much do you need to achieve the
retirement life style you have always dreamed about? Are you on
track? Are your 401k, IRA's, and other retirement assets
positioned Properly? These are a few of the areas where
financial planning is critical. - Retirement Income Planning - Okay, you are already retired. Will
your money outlive you or will you outlive your money? What steps
have you taken to be sure your nest egg provides the income you
need? Financial planning can help you answer this all important
question. - Education Planning - With the ever escalating cost of higher
education it is essential that you make plans to afford your
children and grand children the education they need to survive in
todays work world. Financial planning can answer questions
about how much, what kinds of accounts, and how to minimise
income taxes while you are at it. - Estate Planning- If you have planned properly and invested wisely
you can expect to have assets left that you would like to leave to
your heirs without the delay and expense of probate, while
minimizing or eliminating the amount due to the IRS. A
comprehensive financial plan can help you achieve this goal. - Protection Planning - Of course you need to protect yourself and
your family from the unexpected. How much life insurance do you
need? Should it be whole life, term, universal, or variable
universal? Is your earning power protected? Should you consider
Long term care Health insurance? Financial planning can provide
peace of mind and save you from paying more than you should or
buying more than you need.
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financial advisor who is objective; someone who is not paid more to sell you one
product rather than another. You need a relationship with a firm that promises always
to put your interests first, a firm with proven experience and the right professional
credentials