You’ve worked your entire life to accumulate this wealth and you need some who has a well established and data driven plan to make sure your retirement goals are met. Our process involves getting to know you face to face, discovering what your needs are and seeing that we meet them.
No two persons are alike in:
- Health spending
- Tax burden
- Travel and hobbies
- Charitable goals
- Investing comfort level
- Social Security payments
- Wealth transfer goals
- And much more
Many national chains advertise custom financial planning only to provide the exact same mutual fund grouping to every client, often disregarding their actual goals and even the tax burden and reliance rate. Many are more mutual fund salesman and not advisers providing custom plans.
Your retirement deserves better.Generational wealth planning Would you like to leave a great start in life to great, great grandchildren you will never meet? Generational wealth transfer is more
about having the right investments and plan in place than sheer amount of
capital in an account there are many ways to invest and they are most certainly
different in ease of transfer and taxation knowing the right way to invest for
the future generations is critical. We can help.
401k Rolllovers and Guidance401ks have made more middle-class millionaires than anything. There are also those who market high commission low return products that are not always in your best interest. All IRAs are not created equal due the investment vehicle they contain. Many advertised plans can hamper your ability to access the money when you need it or are tax inefficient, have unneeded fees or aren’t as liquid when you need money for the unexpected. Visit with us and know your options.
Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Loeffler Wealth Management and IFS Securities, Inc. are not affiliated companies. Loeffler Wealth Management and IFS Securities does not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.
This communication is strictly intended for individuals residing in the states of: Illinois and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
Securities offered through IFS Securities, Inc., Member FINRA/MSRB/SIPC. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. Securities offered through IFS Securities are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.
Check the background of this investment professional on FINRA’s BrokerCheck.