Preserving Wealth With Solid Strategy
and Personal Concern
As anyone who has done it can attest, building wealth takes business know-how, hard work and a healthy measure of monetary savvy.
Preserving that wealth – and perhaps adding to it – takes a financial professional who is completely dedicated to the task. It’s better still if that financial professional is completely dedicated to …Read More
Guaranteed Income, Protecting Assets
Are Top Priorities for Most Retirees
One of the most significant effects of the Great Recession that began in late 2007 was a sobering change in attitude among individual investors planning for retirement. Today, the idea of building large nest eggs is being replaced with the goal of creating a predictable retirement with income that won’t be outlived. …Read More
Striving to Bring Clarity to Clients’ Financial Lives
Financial life is filled with complexity. The Jack Group would like to clear things up for you.
Almost everyone can identify with that first statement. Maybe your approach to tax planning has been more by guess than by design. You might have retirement accounts parked at companies where you no longer work. There could be a financial mistake with ripples yet to be stilled. Succession planning may be an idea whose time has come.
As for the second statement, that’s true, too, and The Jack Group aims to deliver. …Read More
Boutique Team of Retirement Advisors Is Single
Source for Tax, Legal and Financial Services
When elder law attorney and financial adviser David Hollander, Esq. founded Liberty Group, LLC in 1999, he envisioned assembling a Retirement Dream Team – a cadre of highly qualified investment professionals and distinguished legal minds under one roof.
Today, his independent financial services firm is home to an impressive group of account executives with more than 100 years of combined experience: Certified Public Accountants, Chartered Financial Consultants (ChFC®), …Read More
Where Retirement Planning Is Serious Business
Cathy Mendell, founder and CEO of Elevation Capital Strategies, has a head for business.
Before her foray into the financial industry, Mendell spent 27 years in corporate America. She was a Fortune 500 senior executive who successfully started three other companies prior to launching Elevation Capital in 2010. It has since grown to include offices in Oregon, California and Idaho.
While Mendell’s record of achievement says a lot about her leadership skills, insight and acumen, it also defines the process her firm employs when working with families. …Read More
Independent, Unbiased Investment Strategies
Triad Financial Strategies Is Different by Design
If you become a client of Triad Financial Strategies, expect to remain a client for a long time.
Indeed, the firm’s exceptionally high client retention rate is a point of pride for Tait Lane, founder and president, and a key reason why he has been named one of the region’s top wealth managers for three consecutive years by Seattle Magazine.* “We’ve rarely lost a client, and only then to death or divorce,” he says.
Still, Lane doesn’t take his clients’ loyalty for granted. He and his team …Read More
Top-Ranked Financial Advisor
Helps Wealthy Clients See the Big Picture
Chuck Rood, CFA, SVP, Senior Financial Advisor | Wells Fargo Advisors, LLC
The year was 2008, and a job change was the farthest thing from Chuck Rood’s mind. He was a successful senior financial advisor at a major financial institution and expected to be there for the long term.
But after garnering the number one spot on Bank Investment Consultant Magazine’s list of the nation’s top bank-based financial advisors, he suddenly found …Read More
Income Planning Strategies for
How much money is “enough” depends on one’s perspective. Managing wealth properly is critical to making it last for a rainy day, even for those fortunate enough to have more income than they need.
Case in point: A widow had more income from interest-bearing accounts than she could spend. As a result, she was
paying much more in taxes than necessary, which meant the government was getting money she or her children and grandchildren might need in later years. She turned to Ed Guanill, vice president of Springer Financial Advisors, for guidance. …Read More
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