Wealth Management Services
Personal Financial Analysis (PFA): Let us put the pieces of your puzzle together. It only takes only a few minutes to get started. Our foundation has been financial management for retirees via our Investment Advisory Agreement. We provide customized portfolio management, tax strategies and consultation services along with retirement transition and rollover assistance.
- Investment Management: Customized portfolios are built for clients around their personal risk tolerance, liquidity needs, taxes, health, and family issues in their own Investment Objectives Allocation Model.
- Annuity Solutions: We source quotes from a variety of insurance carriers to find your Qualified Longevity Annuity Contract (QLAC) or other Single Premium Immediate Annuities (SPIA) products to help you get the lifetime income you need.
- Tax Strategies & Consultation: Our services include strategic tax planning, preparation of estimated tax payments, preparation of personal income tax returns and representation before the IRS and State Tax Agencies.
- Personal Reviews: Our special process AFTER your account is established makes working with Advisor.Investments a first class experience. Learn how we work with you from your home, our office, or over the phone regarding your beneficiaries, health, taxes, social security, withdrawals, restrictions, as well as investment performance and your allocation model.
Our Team provides a designated person to accompany you from A to Z with your company’s retirement process paperwork and rollover. Our experience includes helping others with:
- Tax Strategies and Consultations
- Rollovers (Company, 401K, IRA)
- Diversified Investment Strategies
- Annuities & Life Insurance
- Retirement Income Planning
- RMD Coordination
- Quarterly Personal Reviews
- Social Security Analysis
- Pre-Retirement Financial Analysis
- ExxonMobil Retirement Specialty
Take your retirement planning to the next level. We will show you how. It all starts with your personal financial analysis.