Planning for your NOWand for your FUTURE
You may already know that Wellington can help you with IRA's, Mutual Funds, 529's, insurance, and so much more. But what does that REALLY mean to you? Whether you're brand new to this and just starting out on financial planning for your future, or if you're just ready to find local support and new ideas, we have the solution you need. In the simplest terms, this means we can help.
Let's break down our financial solutions:
Teaching you about the ins and outs of investing
Providing a general understanding on financial planning (and freedom)
Ensuring your assets go where they need to go
Setting up life insurance
Providing a second opinion and recommendation on the "simple" questions
Managing entire portfolios
Creating a Vision and Plan for your life goals
We'll explain why you need it, and how it's done.
Prepare ahead with 529 College Plans.
IRA's, Roth, Simple, and SEP's are all ways to save,
Creating goals for the age you want to retire.
Setting up the right life insurance.
Transfer of Assets
We can set up asset rollovers & transfers.
Understanding limits and beneficiaries.
We'll explain the value, review/set-up 401k's.
THE VALUE OF A HOLISTIC ADVISOR
Source: Clarity 2 Prosperity | August 11, 2015
THE BUCKET PLAN
THE BUCKET PLAN is a registered trademark of C2P Capital Advisory Group, LLC, and is used with permission. The Bucket Plan Graphic is Copyright © 2009 by C2P Capital Advisory Group, LLC. All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the C2P Capital Advisory Group, LLC.
Wellington Financial Strategies and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.
This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.