Financial Planning Toward a Reliable Retirement Income
A welcome kit for newcomers,
client appreciation events, phone check-ins from the firm, an ongoing positive experience –
everyone gets red-carpet treatment
at Guardian Wells Financial.
Most important is the element designed to keep clients in the black – solid advice about financial instruments – and this is where President Jason P. Hutchins and his team excel. Every day, about 75 people in the Indianapolis metropolitan area retire, and Hutchins is determined to help those who come to him retire with confidence. …Read More
For Financial Planning and Implementation, a ‘One-Stop Shop’
Maybe you’re an individual wondering, “Am I planning well for my financial future?” Or maybe you’re a financial adviser asking yourself, “Am I serving my clients at the very highest level?”
“If you’re working with Creative Financial Designs or its sibling company cfd Investments®, the answer in both cases is ‘Yes,’ ” says Brent A. Owens, president. “As our business’s motto says, ‘You gotta have a plan,’ and we help you create it and put it to work.” …Read More
Differing Perspectives Allow Firm to Focus on Serving Families
Mike and Jodi Engelstad of Engelstad Wealth Advisors relate to their clients personally. Married for 33 years, this husband-and-wife team understands how each half of a couple can bring a different perspective to investment planning.
“We have the ability to look at financial issues from both a male and a female point of view,” says Mike Engelstad, Certified Financial Planner. “The trend has been that the husband may be more interested in the financial aspect, having enough money to live a certain lifestyle through retirement. …Read More
Financial Family Practice
You can draw a parallel between financial health and physical health. In the care of an experienced practitioner, better outcomes are likely.
It is therefore telling that so many doctors and physicians have their portfolios with the advisors at Gagne Wealth Management Group. As Raymond James financial advisors, the mother-and-son partnership focuses on providing the most appropriate financial advice to high-net-worth clients. Jay Gagne and mother Paula Gagne, senior financial advisor, apply nearly five decades of combined experience – and a partnership of 18 …Read More
Aligning Your Technology to Achieve Your Business Goals
Local or Cloud-based. Microsoft or Apple. Office or Salesforce.
“It doesn’t matter what technology a company uses,” says Darrell Rodgers, president of Emerald Data Networks, Inc. “I’m vendor agnostic. The important thing is that a company’s technology achieves its business objectives.”
The Atlanta-based IT firm works with businesses of a variety of types and sizes, on both an ongoing and project basis, setting up data networks, implementing communication solutions, installing security and audiovisual systems. …Read More
Where Aging Well Is a Choice
Just ask Lambeth House, a retirement community located in the heart of New Orleans’ Uptown neighborhood. As a continuing care retirement community, Lambeth House offers a LifeCare program. For residents, the program is an investment in peace of mind—one that addresses their changing levels of care at a comprehensive level should the need arise.
When Hurricane Katrina struck in 2005, Lambeth House witnessed firsthand the importance of holistic care. “New Orleans has experienced a tremendous rebirth since 2005,” says Scott Crabtree, Lambeth House president and CEO. “Lambeth House has been an important part of that renewal through an intentional focus on body, mind and spirit.” …Read More
Philosophy Over Process
If there’s one thing Greg Reynolds has learned over 14 years in the financial services industry, it’s that no two clients are alike. Each individual and business client has unique goals and needs, a distinct time horizon, a specific tolerance for investment risk – even a preferred way of paying for financial services.
This knowledge guides every client relationship at Reynolds Wealth Management. The full-service financial management practice focuses on providing strategies designed to create above-average income streams on a tax-efficient basis for long-term investors. …Read More
Engaging Boomers Through Innovation
With a median age of 68, Providence Park, Willow Valley Communities’ newest venture, challenges the conventional wisdom of whom a senior living community, especially one that offers Lifecare (a built-in long-term care insurance program) can attract. For more than 30 years, Willow Valley, with more than 2,400 residents from 37 states, has attracted a younger-than-average resident. Providence Park has taken that phenomenon to an even higher level.
“It’s a combination of creating exceptional living environments with innovative opportunities …Read More
Together, transforming the experience of aging.
Whether you’re looking for the intellectual and cultural stimulation of a college town or easy access to a big city, Kendal has a retirement community for you. With extraordinary programs focused on wellness and continuing personal growth and development, we join with residents in “Together, transforming the experience of aging.”
Confident Retirement: Lifecare Communities Provide Hassle-Free Lifestyle and Estate Protection
Every day for the next 16 years, 10,000 baby boomers will turn 65 at the same time public funding for vital support services is dwindling. “The Lifecare Community concept is an important part of the solution to a challenge that many families are facing,” says Karen Brannen, CEO of Jefferson’s Ferry Lifecare Retirement Community in Setauket, N.Y. “Older adults are concerned about the cost of health care as they age because they have seen long-term care expenses wipe out a family’s assets. Lifecare communities offer the highest level …Read More