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Estate Planning Mistakes you can Easily Avoid

Created on Thursday, 14 March 2019. Posted in content/blog

... titled properly. *The wrong beneficiaries are listed on IRAs, annuities or life insurance. *Family dynamics have changed since the original estate plan was completed.   Landing in any of the above ...

How to Pick a Great Financial Advisor

Created on Friday, 22 April 2016. Posted in content/blog

... all of my accounts? Do you sell life insurance or annuities? What licenses do you have? Tell me about two planning cases that you worked on where your advice had a significant, measurable impact ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

Created on Tuesday, 14 May 2013. Posted in content/blog

... standard typically applies to the dual registrant wirehouse broker who can function as both an investment adviser and stockbroker.    Insurance Licensing is also common for many brokers and ...

How do Financial Advisors get Paid?

Created on Thursday, 18 October 2012. Posted in content/blog

... a grid may look like this:   Trailing 12-month production (fees & commissions)       From To Grid Payout Percentage Wrap/Insurance/Annuity Percentage $3m ...

Conflicts of Interest in the Investment World

Created on Sunday, 22 January 2012. Posted in content/blog

... it is, it gets even more confusing because many of the advisors at these firms are dual registered as both advisors and brokers.  Additionally, they may also be insurance licensed.  If you look closely ...

What We Don't Do

Created on Monday, 07 November 2011. Posted in content/about

Sell Life Insurance Sell Annuities Sell Structured Products Sell Hedge Funds Sell Initial Public Offerings Sell Bonds with Mark-ups Sell Loans Sell Limited Partnerships Sell Pie Charts ...

Our Clients

Created on Monday, 07 November 2011. Posted in content/about

...  Are my trusts properly funded? Will my life insurance end up being taxed? Do I have the right beneficiaries listed on my investment accounts & insurance policies?  ...