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What is a SEP IRA/SIMPLE IRA?
A SEP IRA/SIMPLE IRA are separate Retirement plans established by employer. They can have bothemployer and employee contributions. The account is not established in the name of the company – it’s opened just like a regular IRA. However, as the IRA account holder you need to complete the employer name and address section of the…
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Do you offer Risk Management (Insurance) advice?
Yes. A risk management review includes an analysis of exposures to major risks that could have a significant adverse impact on your financial picture, such as premature death, disability, property and casualty losses, or the need for long‐term care planning. Advice may be provided on ways to minimize such risks and about weighing the costs…
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Do you Aggregate Account Fees?
Yes. For the benefit of discounting the asset‐based fee, we will aggregate investment supervisory services accounts for the same individual or two or more accounts within the same family, or where a family member has power of attorney over another family member’s or incompetent person’s account. Should investment objectives be substantially different for any two…
