Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
Helping protect what’s most important to you is a key component of your WealthPlan, and September is a great time to review your existing protection strategy. Contact me today to confirm you have the right coverage and beneficiary designations to provide financial security for your loved ones.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
Read GI Monthly »
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.