Our Firm
The Wealth Advisor Group, is an independent financial services firm offering comprehensive services. We offer an array of investment and insurance programs to Individuals, Families, Businesses, Athletes and Entertainers. As part of Equitable Advisors,LLC and LPL Financial, we are able to offer large company benefits while maintaining our individual, one-on-one service. We offer the convenience of meeting our clients at their choice of location, (i.e. office, home, CPA, Attorney's or advisors office's). The firm is generally broken down into five different areas of specialization.
1. Investment Department – Through our Broker/Dealer relationship with Equitable Advisors,LLC and LPL Financial, we are able to purchase and sell stocks, bonds, mutual funds, ETFs, private placements, real estate investment trusts, and structured products. With LPL's national presence we have the ability to negotiate with the largest money managers at much lower account minimums than then usually offered. Smaller accounts are allocated to Mutual Funds, ETF portfolios and/or individual stocks and bonds.
College Funding and 529 Plans are reviewed and offered through our investment department.
2. Insurance Division – We offer Life, Disability and Long Term Care Insurance. We are licensed to do business with many insurance companies in many different states. This allows us to be totally objective and get the client the appropriate policy at the best rates.
3. Retirement Planning - We are experienced at designing and administering retirement plans for small and mid-size businesses. Our professionals will help design a custom plan to help meet the client's goals. Plans range from IRA's, 401(K), Profit Sharing, SIMPLE IRA's to complicated plan designs such as Defined Benefit Pension Plans, 412 (i) and 419 (e) plans.
4. Financial Planning – With the help of professional financial planning software, we can design a plan to help guide our clients through the difficult maze of issues associated with wealth accumulation and transfer. Our Estate Planning professionals will design a personal plan for each situation to help meet the client-desired goals. Planning may include Charitable Planning, Irrevocable Life Insurance Trusts, Family Limited Partnerships, and other advanced planning techniques. We can also guide you through the all familiar question; Will I have enough money in retirement to live in the lifestyle I want to live in??
5. Corporate Benefits Group – through our independent associates, we are able to review group Medical, Dental, Flexible Spending Accounts (FSA's), Health Sending Accounts (HSA's), Group Life and Disability Insurance.