HOW DOES MONEY MANAGERS, INC. SOLVE THE PUZZLE OF FINANCIAL SECURITY?

SOLVING THE PUZZLE INCLUDES THE FOLLOWING STEPS:

A. Detail your Personal Profile And Vision

B. Evaluate Existing Strategies

C. Assess Risks And Liabilities That Could Impair Financial Security

D. Recommend Strategies That Focus On Client Goals And Vision

E. Analyze Existing Investments And Asset Allocation

  1. Show the current asset allocation mix
  2. Research to find an independently determined quality rating on each investment from professional Third Party sources
  3. Measure the risk level on each investment
  4. Calculate each investment's individual total return performance rate as well as the total return rate on the entire portfolio
  5. Contrast each investment's performance with current economic cycle

F. Develop Appropriate Asset Allocation Model To Suit Client's Needs

  1. Adequate liquidity allowance
  2. Appropriate level of investment flexibility
  3. Correct income / growth ratio
  4. Check investment time horizon
  5. Review tax posture and current liability

G. Determine Investments To Fit The Asset Allocation Model

  1. Seek the highest quality rating within each industry sector
  2. Find the highest performers for each sector peer group
  3. Choose the lowest risk rating within that high performance group
  4. Select only those investments that meet or exceed the relevant benchmark
  5. Consult the current economic cycle

H. Coordinate Investments With A Custom Tailored Estate And Tax Plan

  1. May possibly reduce current income taxes
  2. May possibly reduce or eliminate estate and gift taxes
  3. May possibly reduce or eliminate probate expenses
  4. May possibly avoid any need for a guardian for any beneficiary
  5. May help to protect assets from lawsuits or creditors

I. Perform Management Of Investment Assets

  1. Automated tracking of each investment's daily price movement
  2. Automated tracking of relevant market averages and other pertinent economic data
  3. Ongoing research to evaluate suitability, performance and risk
  4. Periodic performance reports on entire portfolio
  5. Meet with clients upon request
  6. Make adjustments as needed
  7. Track Progress towards goals and objectives
OTHER AREAS OF ADVICE AND COUNSEL:
  • Financial Advice on Divorce, Inheritances, Lawsuit Settlements and Lottery winnings
  • Smart Answers to financial questions
  • Wise Counsel on financial problems
  • Business consulting, Business plans, and Loan packages
  • Seminars: Investment topics, Financial planning, Retirement planning, Estate planning,
  • Compliance training, Coaching and Practice Management for financial advisors
  • Expert witness and litigation support services


THERE IS NEVER A CHARGE FOR THE INITIAL CONSULTATION

 

 

NEXT Financial Group does not provide tax or legal advice.

Money Managers Inc is a BBB Accredited Business. Click for the BBB Business Review of this Financing Consultants in San Antonio TX

Investment advisory/Financial planning services offered through Money Managers, Inc. 

 

Money Managers, Inc. is a Registered Investment Advisor with the State of Texas.

Securities and investment advisory services are also offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
7800 IH 10 West, Ste. 636 | Phone: 210.349.9494
Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

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