The Jack Group at Morgan Stanley

 

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

Liberty Group, LLC

 

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

Elevation Capital Strategies

 

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

Triad Financial Strategies

 

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

Wells Fargo Advisors – Charles Rood

 

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

Ed Guanill, Vice President — Springer Financial Advisors

 

Income Planning Strategies for 
Successful Retirement

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

Carolyn Christoferson at Raymond James Financial Services, Inc.

 

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

Jones & Associates

 

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

The Gateway Group at Morgan Stanley

 

Financial Professionals,
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

Vision Capital Management, Inc.

 

Successful Investing:
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