Our Menu of Services Guide
"We help our clients to build and protect wealth, maintain their lifestyles, and develop an impactful and lasting legacy.”
Services Available:
Investments
Managed Accounts
Mutual Funds
ETF's
Variable Annuities
Index Annuities
Fixed Annuities
Alternative Investments
Brokerage Accounts
Stocks and Bonds
Financial Planning
Wealth Management
Retirement Income Planning
Social Security Planning
Cash Flow Analysis
Tax Planning
Intergenerational Planning
Second Career Planning
Insurance
Life Insurance
Long Term Care Insurance
Disability Income
Retirement Plans
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
401k Plans
Profit Sharing Plans
403b Plans
Money Purchasing Plans
Goal Based Planning
Retirement Planning
College Planning
Legacy Planning
Charitable Giving
Life and Goal Planning
Bucket List Planning
Dream Vacation Planning
Trusts *
Revocable Living Trust
Dynasty Trust
Special Needs Trust
Asset Protection Trust
Life Insurance Trusts
Charitable Trusts
Testamentary Trust
Registered Representative offering securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.
* You should consult your tax adviser or legal counsel for advice and information concerning your particular situation.
Money Decisions You May Need to Make Within the Next 12 Months
New Money Decisions
- Tax refund
- Inheritance
- Offer of a generous severance package
- Legal settlement
- Lottery winning or other monetary prize
Existing Money Decisions
- CD maturing
- Excess money in savings, checking, or money market accounts
- Bonds maturing
- Selling stocks/mutual funds/or other investments
- Sale of a limited partnership, non-traded REIT, or other similar asset
- Leaving your current employer or retiring triggering a possible 401(K) custodian to custodian rollover
- Pay back of a loan you made
- Sale of real estate
- Sales of a business
Potential Discussion Points
- A new job
- Planning to retire
- Paying for a wedding
- New child or grandchild
- A divorce for you or someone in your immediate family
- Relocating, buying a house, or a vacation property
- Starting a new business
- Becoming a caregiver
- A family member for whom you are concerned about their level of responsibility (gambling, spending money, substance abuse, other)
- Legal concerns
- Apprehension over a loved one’s mental deterioration