CORNERSTONE WEALTH AND TAX ADVISORY GROUP INC.
Building Financial Foundations
A husband and wife in their 70s, overweighted in high-risk investments, turn to South Carolina-based Cornerstone Wealth and Tax Advisory Group for more age-appropriate financial management. Cornerstone transitions them to safer products, protecting the couple from devastating losses like those that affected so many others in 2008. Retiring from a hospital with a modest nest egg, a woman is concerned about having sufficient income. Cornerstone shows her how to combine Social Security with steady investment income, providing her more money …Read More
REVOLUTIONIZING RETIREMENT PLAN ASSET MANAGEMENT
Novus Advisors Unleashes Novus Managed Allocation PortfoliosTM
Typically the wealthiest investors always seem to have an advantage. Their extensive assets give them access to the most exclusive products, asset managers, and expertise. Through its patent pending Novus Managed Allocation PortfoliosTM, Novus Advisors has broken down the traditional investment barriers to provide premier investment access to all retirement plan participants.
Developed and implemented by Novus Advisors …Read More
At Palmetto Investment Consultants, RETIREMENT PLANNING STARTS WITH THE END IN MIND
Don’t expose clients to any more risk than necessary to achieve their goals.
That’s the guiding philosophy at Palmetto Investment Consultants, LLC, a full-service financial firm in Rock Hill, S.C. “We start every client relationship with the end in mind,” says John S. Sloop Jr., CFP®, MBA, President. “Every new relationship begins with an in-depth retirement and financial planning process to identify what the client wishes to accomplish – and any potential potholes along the way.” …Read More