Wares Advisory Group
Les has a well established structure and a very successful implementation strategy. Then the focus is on you - your needs, expectations and future goals. Building a solid foundation of trust and understanding is as important as the investment plan that will eventually be put in place. Once the plan is approved, Les will review individual securities that are appropriate for investment.
Once a price target is achieved, the security is sold based upon parameters predetermined by detailed analysis. In doing so, rigorous discipline is maintained in order to preserve a margin of safety. This conservative approach is ideal for investors who are looking for long-term growth but who are unwilling to accept undue risk.
With Portfolio Partner, you can leverage our experience, strategies and advice as we help you achieve diversification and a balanced portfolio specific to your financial goals.
I'd be pleased to provide you with copies of tax planning Special Reports by Jamie Golombek. You can also find links to many of Jamie's articles at www.jamiegolombek.com.
Life insurance can play a very important role in your financial plan and can give you peace of mind knowing you have provided for the well-being of your family.
Generally, life insurance guarantees the payment of a pre-specified amount of money upon your death, paid tax-free to the beneficiaries chosen by you. Proceeds from a life insurance policy bypass your estate and are paid directly to your beneficiaries. This not only provides a faster and more efficient settlement for your beneficiaries, it also means there are no probate, legal or executor fees levied on these assets.
By integrating life insurance into your financial plan, you can choose a customized policy that offers growth opportunities and attractive tax advantages, benefits that are passed on to your beneficiaries.