LATEST POSTS
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What is a Roth IRA?
A Roth IRA is a retirement plan. Contributions are not tax deductible. One account holder/one signer.Requires an IRA Beneficiary Designation form.
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Do you offer Cash Flow Analysis and Debt Management services?
Yes. A review of your income and expenses will be conducted to determine current surplus or deficit along with advice on prioritizing how any surplus should be used, or how to reduce expenses if they exceed your income. Advice may also be provided on which debts to pay off first based on factors such as…
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What are your Asset‐Based Fee for your Investment Supervisory services?
Fees for investment supervisory services are assessed an annualized asset‐based fee that is paid quarterly, in arrears, per the following table. The calculation is based on the reporting period ending value of the client’s account(s) as of the last US market day of the previous calendar quarter. In the rare absence of a reportable market…
