Asset Management Strategies

Description

Asset Management Strategies, Inc . was created to provide wealth management services to the investor with honor as its anchor point. The assessment of an investor's investment portfolio, retirement objectives, needs analysis for estate planning and/or long-term care planning, as well as a legacy goal is performed on a fee-basis. These options are assessed, prepared and presented at an hourly rate. Solutions that involve the actual management and monitoring of investment assets and the execution of asset allocation strategies are performed on a percentage-of-assets fee.

Tip: Delegation. When choosing someone to make healthcare decisions on your behalf, consider naming an individual who is trustworthy, level-headed in a crisis, and can make themselves available on short notice. Note: Power of attorney laws can vary from state to state. An estate strategy that includes trusts may involve a complex web of tax rules and regulations. Consider working with a knowledgeable estate management professional before implementing such strategies. The content is developed from sources believed to be providing accurate information.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

Fast Fact: Although estate taxes could claim a sizable portion of your legacy, they make up less than one half percent of total federal revenue. Source: Congressional Budget Office, 2013 Have you taken steps to protect your business? Do you have a succession plan? If you own a business with others, you may also want to consider a buyout agreement. Have you created a letter of instruction? A letter of instruction is a non-legal document that outlines your wishes. A strong, well-written letter may save your heirs time, effort, and expense as they administer your estate.

When you become a client, our process begins with an evaluation to understand your needs, attitudes and aspirations. The information yielded in this evaluation becomes the mortar for building your financial program; the more information you provide, the stronger the foundation will become. After your evaluation, we present a plan that offers suggestive strategies that utilize institutional investment companies or highly-rated insurance companies that best fit your financial objectives and goals.

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