Ever wonder what it's like to have a financial advisor who actually cares about you and puts your needs first?

How does it feel to have an advisor as competent in handling your financial affairs and accounts as they are interested in celebrating your daughter's college acceptance letter, socializing with you on a summer evening over cocktails, or helping you face the decisions and difficulties associated with your aging parents' needs? 

Of course, your accounts are not the size of the Gates' and probably never will be, but you have worked hard and done alright for yourselves.  Is it too much to ask for your advisor to return your phone calls and keep you informed of how your portfolio is doing on a regular basis?   Or to feel more empowered, educated, and in control of your financial matters?  Does any advisor actually organize and help maintain financial documents for their clients?

What does it feel like to have the kind of service from your advisor that most firms reserve for only the "ultra-wealthy?"   Would it feel as satisfying as you think it might to be taken seriously even without the ultra-high net worth account?   

Isn't it time you found out what that's like?  

800.323.9171

 
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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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Market Watch

May 22, 2012 @ 03:25 PM

S&P 500 1,318.17+ 2.18
NYSE Composite 7,554.00+ 11.02
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