WHAT ARE THE PIECES OF THE PUZZLE TO FINANCIAL SECURITY?

1.  MINIMIZE ALL OF YOUR POSSIBLE TAXES:

  1. Strategies for Income Tax Reduction and Estate Tax Reduction
  2. Tax Consultation and Planning
  3. Property Tax Management

2. TURN YOUR "WATER INTO WINE" WITH RETIREMENT STRATEGIES


A - MAKE OPTIMUM RETIREMENT CHOICES:

  1. Retirement Planning; Lump Sum Distributions, Rollovers, In-service Distributions
  2. IRAs, SEPs, 401-k's, and Defined Benefit and other Retirement Plans
  3. Enhanced Retirement/Investment Income strategies


B - EMPLOYEE/EMPLOYER BENEFITS:

  1. Analysis and help with best choices within Employer provided plans
  2. Custom designed plans for Employers to attract and retain Employees
  3. Retirement Plans for Self-Employed and Small Business Owners

3.  APPLY "WISDOM" TO INVESTMENTS:


A - PERSONALIZED PORTFOLIO DESIGN      

  1. Investment analysis and advice
  2. Ongoing Wealth Management and Asset Allocation
  3. Tracking towards personal Goals           


B - EDUCATION:

  1. Accumulation plans for Education
  2. Distributions from education plans
  3. Grandparent gifts for education of grandchildren

4.  LEARN THE STEPS TO "FAITHFUL" STEWARDSHIP


A - FINANCIAL PLANNING FROM SIMPLE TO COMPREHENSIVE

  1. Net Worth Tracking
  2. Managing Mortgages and loans for Home and auto acquisitions
  3. Debt reduction and FREEDOM planning


B - TITHING AND GIVING:

  1. Designing your Stewardship Plan
  2. Honoring God with your Tithe
  3. Charitable Giving Planning for Special Projects or Causes

5.  THE "CORNERSTONE" OF FAMILY PROTECTION:


A - SETTING INDIVIDUALIZED GOALS

  1. Establishing an adequate Emergency fund
  2. Life, Disability and other insurance to provide guarantees
  3. Establish systematic savings plans


B - PROPERTY PROTECTION:

  1. Analysis to determine personal needs for Homeowners/ Auto/and other property insurance
  2. Liability insurance to limit potential losses
  3. Insulate assets and income from creditors

6.  THE "LOAVES AND FISHES" of YOUR LEGACY PLAN:


A - ESTATE PLANNING

  1. Wills/Trusts and other important legal documents drawn by licensed attorneys
  2. Asset Protection and Privacy Planning
  3. Gifting during your lifetime


B - LONG TERM CARE AND ELDER CARE ISSUES

  1. Long Term Care Insurance and asset/income provision
  2. Durable Power of Attorney/Trust documents drawn by licensed attorneys


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. a Registered Investment Advisory firm registered with the State of Texas.  Securities are offered through NEXT Financial Group, Inc., Member FINRA/SIPC.    TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC is the custodian of Fee Based Accounts.  None of the named entities are affiliated.

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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