Financial Strategies for Families and Businesses
“In many cases, people feel they need permission to retire,” says financial consultant Carolyn Christoferson at Raymond James in Everett, Washington.
“More often than not, if they have been my client for any length of time, from the beginning we have developed strategies to help provide an income stream for life. This is done by establishing their financial goals, creating and implementing a plan of action, actively managing with ongoing reviews, and, if necessary, making modifications. Working together, as a team, taking all of these steps in the financial planning process helps us ensure that we have done the proper analysis and positioned them to be comfortable into their 90s. When necessary we include other professionals in this process, such as attorneys, accountants, trustees, etc. I love telling someone, ‘Yes, you have enough to retire. Your expenses are in control. It’s okay to buy that car or take that vacation.’” …Read More
Putting the Pieces Together to
Create a Custom Fit for Clients
Jones & Associates Premier Financial Solutions
David Herstle Jones III sees today’s volatile financial world as a puzzle, one that he and his team are positioned to solve by building relationships, financial
solutions and security through honesty, integrity and service.
The team at Jones & Associates Premier Financial Solutions keeps the client at the center of the process, says Jones, the firm’s president and founder. …Read More
People Who Connect With Clients
The Gateway Group at Morgan Stanley
Traci Bumpus was camped out on the couch with Cosmo the cat, a bad cold that cried out for chicken soup, and no energy to go get it.
So she found an app, placed an order and answered the door when the chicken-soup delivery guy knocked 15 minutes later. This came naturally. An avid user of today’s technologies, she was doing the same thing she does at work. “I think at the heart of my excitement is that I like to solve problems for myself, my friends and my clients.” …Read More
It’s About You, Your Family and Your Dreams
Vision Capital Management, Inc.
Preparing to celebrate the 15th anniversary of the founding of Vision Capital Management, Inc., the shareholders of the wealth management firm want to thank their most important partners – their clients.
“Every portfolio we build starts with a clean sheet of paper and is shaped by the vision and dreams of the client,” says Vision Capital President and co-founder Suzanne P. McGrath. “Clients aren’t required to know the differences between a mutual fund and an exchange-traded fund or between growth and value stocks. All they need to get started is an understanding of themselves and where they’d like their money to take them in the future.” …Read More
Strategizing, Staying Agile, Helping Clients
to the Life They Want
The Murphy Group of Wells Fargo Advisors
This might be the investment advisory team for you if you don’t want to be herded through an investment process only to be told “buy this and sell that.”
The Murphy Group of Wells Fargo Advisors gets to know potential clients as individuals, families, foundations and businesses well before making any recommendations and taking any action. The Murphy Group is known for helping people understand the strategy behind the investment plan, and for adjusting appropriately to evolving goals and changing conditions in the financial world. …Read More
A Great Advisor Doesn’t Make Clients Successful, He Works Hard to Help Them Stay That Way
Prestige Wealth Management, LLC
“Our lives are a sum total of the choices we have made.” LPL Financial advisor Nathan Salhus says his clients prove this adage. He credits his success to the fact that clients already come to the table with a strong foundation and history of making good financial choices. Salhus views his role as a partner to his clients; he works hard to help them by providing financial understanding and sound professional investment advice, enabling them to continue to make wise financial choices. …Read More
Bringing Professional Money Management Closer to Home
The Clearwater Group at Morgan Stanley
The Seattle fog was heavier than usual, and the pilot of a small airplane was unable to land safely. Determined to make an appointment with a client, he flew over the Cascade Mountains to the town of Ellensburg, rented a car and backtracked 100 miles to Seattle. His name: Tim Lynch, CFA®, CPM®, Senior Vice President and Portfolio Management Director of the Clearwater Group at Morgan Stanley.
“Punctuality and commitment are important,” says the man with a master’s degree from Columbia University. “The client was depending on me, so I had to do everything possible to get there.” …Read More
For Retirees and Pre-retirees, Asset Protection Is the Name of the Game
Moulton Wealth Management
There’s no shortage of advice on how to retire successfully. Indeed, many people today suffer from a surfeit of advice, much of it contradictory and confusing.
Which is why Certified Financial Planner™ professionals Rial and Donald Moulton employ a comprehensive approach when helping people with their finances during retirement.
“What we have found,” says Rial R. Moulton, an attorney and CPA as well as a Personal Financial Specialist as named by the CPA board, “is that asset protection is the most important consideration across all areas of finances as people get close to and during retirement.” …Read More
Integrity the Foundation
for Success at The Annuity Source, Inc.
When Margo Thompson followed her father into the financial services business, she never envisioned that 25 years later she’d run her own company and be an industry leader. But thanks to his strong influence, that’s exactly what happened for the Principal of The Annuity Source, Inc. Although Thompson had her father as a mentor for only a short time before he passed away, his impact lives on in the business practices at Thompson’s company.
“My father taught me that being honest and ethical was the only way to build successful …Read More
It’s not just
how it works.
It’s how we work it.
Solutions come from unexpected
places. Studying materials found
in nature can lead to the creation
of new and unique structures
that are stronger, lighter and
A seahorse’s tail can be compressed by nearly 50 percent before permanent damage occurs. This exceptional flexibility is due to its structure, made up of bony plates that slide past each other. Inspired by this resiliency,
University of California, San Diego materials science professors Joanna McKittrick and Marc Meyers are letting the animal’s armor guide them as they design an
innovative robotic arm.
We know where solutions that work can be found: