Premier Firm Champions
‘Golden Rule’ of Client Service
“When it comes to client service, talk is cheap,” says Debra K. Brede. “And nothing is more costly than bad advice.”
Brede, president of D.K. Brede Investment Management Company, Inc., doesn’t mince words. As a nationally recognized financial advisor whose previous wirehouse experience convinced her to establish her own independent firm, Brede understands how some of the industry’s most common standards and practices fall painfully short of clients’ expectations. Her ongoing mission is to set the bar higher. …Read More
Investors Search for Stability and Predictability in Retirement Planning
Today’s investors are navigating a treacherous retirement planning environment. “Market volatility has become the new normal,” says Jim Miller, CFP®, CIMA®, Senior Vice President and Wealth Advisor of The Market Street Group at Morgan Stanley in West Des Moines, Iowa. “And, as investors watch their timelines diminish, they can be tempted to panic and make decisions based on emotions. We see a lot of new clients who are asking us to help them build sustainable retirement income.”
Miller and team member Matt Marckmann, CFP®, Vice President and Financial Advisor at Morgan Stanley, are no strangers to booms and expansions, recessions and contractions. They have helped clients navigate through crises such as the dot-com bubble as well as the 2008 financial downturn. …Read More
Showing Clients the Value of a Worry-Free Retirement
In her former professional life, Karuna D. Moyers was a nurse. She cared deeply for her patients—so deeply, in fact, that the strength of her attachments began to take an emotional toll. So she left nursing and ventured into the insurance industry, where she hoped to serve others in an equally impactful way.
Success came naturally to Moyers, who was a partner at a small insurer before joining industry giant New York Life. Afterward, she made her biggest move yet—to the helm of her own financial services firm. Just as she had done in hospital settings, Moyers quickly distinguished herself as a caring, dynamic, straight-talking professional whose first and only concern is her clients’ long-term well-being. …Read More
The Capital Advisory Group, a Forbes Top 50 RIA Firm, Tackles Investors’ Most Pressing Issues
“Investors are having trouble knowing what to do in the current economic environment. Our goal is to provide the guidance needed to make sense of it all.”
So says Investment Advisor Brett Machtig, AIF®, CWS®, RMA®, founding partner of The Capital Advisory Group Advisory Services, LLC (CAG)—recognized by Forbes as one of 2013’s Top 50 Wealth Managers in the U.S.* Machtig is dedicated to helping high-net-worth investors navigate their top five greatest concerns. …Read More
Where Old-World Values Meet New-World Vision
Financial Solutions Group
Ken Kovalchuk believes the world is complicated enough. That’s why his company, Financial Solutions Group, has developed proprietary processes to help individuals easily and conveniently manage their wealth in a way that suits their particular circumstances.
“We design simplified solutions for a complex world,” says Kovalchuk, president of Financial Solutions Group. “We recognize that there are many nuances to people’s lives that can greatly influence financial decisions.” …Read More
Planning for Today’s Retirements
This is not your father’s retirement. Gone are the days of working 35 years or more, only to enjoy just a few years of retirement before passing on. Today’s workers are enjoying 10, 20 and even 30 years of post-career life … making it an entirely different process to ensure they don’t run out of money along the way.
“Clients want to be sure they don’t outlive their money,” says Stephen Kelley, president of Safety First Financial Planners. “Retirement is a scary cliff to go over. We set our clients up for a soft landing.” …Read More
Safety, Security and Low Volatility Are Key
Marra Financial Group Sets Gold Standard for Retirement Income Planning
There is no one “best place” to put your retirement money, because each individual and couple has unique requirements and different tolerances for risk. Yet far too many people have all their retirement money in the market, according to Diane Marra, president and founder of Marra Financial Group. “That places them at high risk, especially in today’s exceedingly volatile economic and political climate.”
The Long Island- and Connecticut-based firm (it recently opened a New Jersey office as well) operates from the standpoint that in order to make sure a client’s money is in “the best place,” individual circumstances must be taken into consideration. This individualization is where Marra Financial Group excels. …Read More
Poised for Greatness
Chancellor Financial Group Offers Unique Benefits for Both Clients and Advisors
The mission of Chancellor Financial Group is to remain the premier provider of wealth management products and services for high-net-worth individuals, businesses and institutions throughout northern and eastern Pennsylvania. The plan is to develop a multibranch network of offices in key markets, built on a strong platform of products and services, as well as a strategic partnership with a well-established private trust company in Radnor, PA.
According to Terrence W. Casey, President, “We have built an effective, client-focused management resource on a world-class platform— delivered to our clients ‘in market’—through a retail brokerage approach.” …Read More
Knowing There Are 1,000 Ways to Lose Money, Firm Takes Care to Avoid Them
Few independent financial advisory firms have been around for three decades, let alone four. Longevity of that order speaks to both a firm’s capabilities and its clients’ loyalty and satisfaction.
Having been at the helm of Baxter & Associates, Inc. since 1976, Don Baxter, CFP® has seen many market crises and trends come and go. But certain market realities, such as the nature and pervasiveness of risk, are an indelible part of the landscape.
“Risk comes with the territory,” Baxter says. “You can’t avoid it entirely, but if you understand where it originates and how it affects portfolios, you can mitigate it to a great degree. After so many years, we know what to watch for in order to avoid market pitfalls and devastating losses.” …Read More
Imagine Getting $100,000 in Additional Benefits From YOUR Retirement Planning
FREE Downloadable Action Guide Every Retiree Must Read
Sound too good to be true? If you could have more money from your retirement planning—would you want to know how? It’s actually quite easy, and many retirees could find a substantial increase in total retirement benefits regardless of account size! If you don’t understand or if you overlook critical factors in your retirement planning, those mistakes can be incredibly costly to you over your retirement years.
You can avoid those mistakes by having a plan specifically designed to manage and maximize your retirement benefits! …Read More