Our Services

Wealth Management Advisers is a premier Financial Services firm, helping you develop goal-oriented strategies that take your dreams and ideas and turn them into reality. Investment portfolios are custom designed with sensitivity towards your goals, timelines, and taxes. Investment Strategies, Business Continuation, Retirement Planning, Tax Strategies and Estate Planning, and Insurance Services are coordinated as appropriate to maximize the accumulation and distribution of wealth. 20/20 Financial Advisers help you create wealth programs to achieve financial independence.

Investment Strategies

Personal wealth is created for clients using a variety of investment strategies. Whether you wish to accumulate assets for retirement, education goals, debt reduction, or business financing, a strategy can be tailored to your goals. Financial plans are developed using modern portfolio theory and asset allocation. Investment programs are developed to combat inflation to insure a comfortable retirement for our clients. Periodic risk assessment of existing portfolios allows for adjustments in order to adapt to changing markets, careers, or risk profiles.

Business Continuation

Strategies are employed to insure the continuation of a business after the death, disability, or retirement of key executives. These strategies insure a corporate legacy and a secure and comfortable retirement for the owner. Programs are developed to allow key employees to create assets enabling them to purchase the business at a future time.

Retirement Planning

Clients can choose from a variety of retirement plans, both qualified and non-qualified. Existing programs are analyzed to insure they provide maximum benefits to all employees under the current tax system.

Tax Strategies and Estate Planning

Strategies, which will maintain the maximum tax advantage possible for all generations, are developed for transferring assets from one generation to the next. A periodic review of wills, trusts, and other important documents insures they are up to date with current laws.

Insurance

Current insurance programs are analyzed to assure our clients that they have the most appropriate policy or policies product their needs and goals. A Wealth Management Adviser will work with you to insure all programs are coordinated with your financial and estate plans.

For more information about our services, please click here to contact your closest Wealth Management Adviser.

*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Registered products include, variable life insurance, variable annuities, and mutual fund and are sold by a prospectus. Request a prospectus from your registered representative and read it carefully before you invest or send money