Wealth Management: Wealth management is a
comprehensive look at your assets and
devising a plan to actively manage your
assets to achieve your goals. Wealth
management is not just for the ultra rich.
Everyday Americans are coming face to face
with the biggest decision of their lives,
retirement. When you retire you will
probably have acquired a considerable sum of
money between your IRA’s and 401 (k) plan,
and actively managing these assets will be
essential to your long term goals.
This is where strategy comes into play:
Do you have an investment policy in place?
Have you thought about income distribution?
What about your heirs, do you want to leave a
legacy or not?
These are the questions you have to answer, and
these are the questions I will ask you.
There is no time like the present to get
moving on future planning.
We will manage your wealth using, but not
limited to the following:
Managed
Accounts:
Gain peace of mind by utilizing a professional
money manager to handle your investment
needs. Personalized service with expert
management is what you will receive at Arndt
Financial Services.
Asset Allocation:
Did
you know that 90% of your portfolio’s total
return* is due to asset allocation? This is
perhaps the most important part about
investing and may have the greatest impact
on your success or failure. Getting expert
help with determining your needs and risk
tolerance is critical.
Money Market Accounts:
Attractive yields with conservative
investments and non-traditional bank
products using money market accounts.
Rollovers:
Rolling over your 401 (k) plan into an IRA
is a major decision and getting sound advice
is always a good idea. Considering more
Americans have the bulk of their assets in
their 401 (k) plan, it is critical that you
examine your options. This is especially
true if you leave or are terminated from an
employer.
College Savings Plans
College tuition cost is sky rocketing and it
is expected to continue increasing for the
foreseeable future. What are you doing to
ensure your children or grandchildren are
going to get the best education possible?
Insurance Protection:
Proper insurance planning is essential.
When is the last time anyone has reviewed
your insurance needs? We can help you
evaluate your current insurance needs
whether it be life insurance or long term
care insurance.
*http://www.investing.rutgers.edu/unit02.html
