By investing in institutional funds and exchange traded funds, your management fees are far less than paying commissions to a retail broker. Plus, you can potentially write off your fees on your tax return with an investment advisor, whereas you cannot write off commissions with a retail broker. In essence, you have someone truly managing your money and you can write off their fee—truly a win-win situation.
For more information, click here.
We have found that many of our clients prefer to do business with an advisor who can “put their arms around” their entire portfolio, which also includes legal documents. Our affiliate attorneys will craft a Will or Trust to fit your desires and provide all the essential documents, such as power of attorney for financial affairs, power of attorney for health care, HIPAA forms and Living Will documents. This holistic approach allows you, the client, to know that your money is being properly managed, but also to know that your legal affairs are in order, giving your peace of mind.
For more information, click here.
We have contracts with the nation’s largest and most reputable insurance companies to provide you with solid competitive rates.
We are contracted with the nation’s largest providers of life settlements. These products are not correlated to the stock market and can be a great option during a bear or bull market.
We can help you tailor-make the best long term care product for you and your family. Our team of experts can help you get qualified and create a plan that provides you with additional peace of mind.
For more information, click here.
Everyone is concerned about protecting their assets should they need nursing home care, yet have no long term care insurance. We have specialist on our team who will do their best to help you protect and “preserve what you’ve spent a lifetime accumulating.”™
For more information, click here.