National Strength, Customized Advice
In an effort to focus more on their clients and with the motivation to provide a higher level of service, Financial Advisors Evan R. Meltzer, Philip R. Meltzer, CFP® and Edward T. Hill, CFP® created Meltzer & Hill Wealth Advisory, LLC in early 2013. They chose to associate with Wells Fargo Advisors Financial Network.
The goal was to combine the best of large-firm resources with the quality service of a locally owned independent business, and they seem to have achieved it. Wells Fargo Advisors Financial Network holds all client accounts and processes all transactions, while the three partners and their staff provide day-to-day service and advice. This allows the partners to make decisions efficiently, without the delays often associated with larger-firm models. …Read More
Helping Families Navigate Market Currents,
Stay on Course
Longtime financial advisor Jim O’Donoghue has an unusually wide-angle view. His professional background, as rich and varied as it is, has a lot to do with that.
O’Donoghue began his career in the nonprofit sector, serving as director of financial planning for Boston University’s College of Liberal Arts and Graduate Program. From there, he planned finances for the creation of Boston’s Huntington Theater before earning his Ph.D. with a concentration in economics and finance from NYU. He then entered public service, developing a capital program for the $6 billion Boston Harbor cleanup project. …Read More
Firm’s Empathy and Unique Experience
Earn Respect of Colleagues and Adversaries
Hughey Law Firm Injury Lawyers
“Success requires experience, hard work and a commitment to your cause, but when you know what is going on in someone’s head, you have a decided advantage. I know my opponents, because I used to be on their team,” says Nathan Hughey, managing partner at the Mt. Pleasant, S.C.-based Hughey Law Firm LLC.
Hughey’s story is this: A partner at a well-respected Charleston insurance defense law firm represents nursing homes and health care facilities in abuse or neglect cases. He’s dedicated, and learns the details of the process inside and out. …Read More
Disciplined, Proactive, Comprehensive Financial Planning
Despite an abundance of financial information available in the media, longtime investors often find themselves owning products and investments that may no longer serve them well. At the same time, important considerations have fallen through the cracks. “The key to successful retirement investing is taking a disciplined, proactive and coordinated approach that addresses your entire financial life,” say radio talk show hosts and investment advisor representatives Mike Moylan and Rob Kirvan.
With the goal of creating a single source for wide-ranging retirement and financial advisory services, Moylan and Kirvan teamed up to found Advanced Planning Advisors, Inc. four years ago. The Chicagoland firm was built on the strength of their combined 46 years of experience in both financial and business services. “The line between personal and business finances is often blurred for entrepreneurs, owners and executives. Their retirement and estate planning strategies should be evaluated in light of risk exposures, compensation packages, succession plans and other factors related to the business,” says Kirvan. …Read More
Holistic Planning Solutions
Legacy Financial Strategies, Inc.
David Gollner is interested in doing more than just managing his clients’ assets. He and his team want to help their clients leave a legacy.
“Most people think about financially leaving a legacy to their heirs,” says Gollner, president and CEO of Legacy Financial Strategies, Inc. “But I’m talking about not only a financial legacy but also spiritual values, moral values. Money’s just a tool.”
Gollner and his team help their
clients realize their ideal retirement,
free of worry, stress and unnecessary taxes and risks. The goal is for customers to both enjoy and protect their nest eggs. …Read More
Is Crucial for Retirement Success
Pioneer Valley Financial Group Serves Both Individual and Business Client
You’ve been getting ready for years, faithfully putting money into 401(k)s, IRAs and other retirement accounts in anticipation of the time when you would no longer work. Now comes the hard part: generating a retirement income that will meet your needs and last your lifetime.
“Many people nearing retirement are overly focused on accumulating assets and aren’t giving nearly enough thought to income-stream …Read More
Dedication, Knowledge and Teamwork
Gordon Wollman, MS-Financial Planning, CFP®, ChFC, built his financial advisory team to be the cornerstone of clients’ financial future. He offers comprehensive planning and a high level of get-it-done leadership.
Clients at Cornerstone Financial Solutions can expect a professional approach to financial planning and a personal relationship that is valuable and enriching. The advisors at Cornerstone Financial Solutions design personalized “roadmaps” for retirees and pre-retirees based on individual needs and life goals. The array of services includes personalized portfolio management, investments, tax reduction, retirement income distribution, insurance and estate planning for family wealth preservation. “We provide leadership, guiding clients with what they need to do to reach their goals,” Wollman says. …Read More
Focusing on the Complex Needs of Highly Compensated Executives
Integrated Financial Strategies, Inc.
How much money do I need in order to maintain my financial independence? What if there’s another market downturn?
If there’s one thing the four partners of Integrated Financial Strategies, Inc. have learned in their 100 combined years in the financial services industry, it’s that it all starts with a plan. And once the initial assessment is completed and implementation is underway, IFS clients receive regularly scheduled consultations to review and update their action plans and investment strategy. As Dave Kalapos likes to say, “We and our clients view planning, implementation and investment strategy as an ongoing process, not a one-time event.” …Read More
Independent Advisors Are Crafting the Future of Retirement Planning Industry
While the SEC continues to debate the issues of duty and integrity, some of the nation’s most experienced financial advisors are setting tomorrow’s standards for unbiased retirement planning services. Among them is an elite cadre of about 70 independent advisors who participate in an ongoing exchange – a virtual think tank. The advisors, who are affiliated with Legacy Investment Services, Inc., are evaluating and refining processes, rigorously testing emerging technologies and promoting practices that give investors unlimited access to quality investment products.
The brainchild of founder Marc G. Minor, RFC, Legacy Investment Services was established in the early 1990s. The processes he developed broke the traditional business models. He reasoned that sophisticated technology used in mega-firms to conduct independent research and stress-test portfolios was available to smaller firms as well. And, once he cohesively aligned with an independent broker-dealer, he would no longer be captive to the broker’s limited options nor would he be accountable to sales quotas. His “out-of-the-box” approach would give each client access to the entire universe of investment options. …Read More
Helping High Earners
Pave the Way to Financial Success
IM Wealth Partners
You’re in your 20s, 30s, 40s or early 50s, earning or on your way to earning a healthy six-figure income. Building your dream home, financing private school up through college education for your children, investing and saving for a secure retirement—one or more of these might seem like distant concerns. You’re maxing out your 401(k), in keeping with conventional wisdom. All is right with the world.
If you don’t think you need or qualify for financial advice, think again. You could wind up paying dearly for what you don’t know today. …Read More