It All Starts With a Plan and the Planning Starts Here
Before you can reach your goals of financial security and peace of mind for you and your family, you need a plan, and in many cases, more than one plan. We are passionate about planning in order to help you bridge the gap between where you are and where you eventually want to be.
Click on each button to learn more about our planning services, or read about some of our specific long term financial solutions below
Long Term Financial Solutions
The Household Endowment Model™
The global financial crisis made clear the importance of a long-term approach to investing with the need to support a diversified, equity-oriented, active management strategy with adequate organizational resources and capabilities. Wealth Strategies Advisory Group is pleased to offer an institutional-style wealth management platform to select, qualified investors, with a portfolio design that truly distinguishes us from other advisors.
Visit The Household Endowment Model Page >
A traditional Individual Retirement Account (IRA) is a personal tax-deferred retirement plan established for those who receive compensation or earned income from employment, those who are divorced or separated and receive taxable alimony or maintenance payments and have not reached the age of 70½. IRAs were created to provide individuals with the opportunity to build their own tax-deferred retirement savings program.
Visit our IRA Solutions Page >
Life insurance has many uses, but one size does not fit all. Almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are now living longer. If a person has life insurance and the policy is more than 2 years old, they should absolutely have their policy reviewed by a knowledgeable insurance
Visit our Life Insurance Page >
There are few things more important to successfully transferring wealth than solid financial planning. The failure to plan a tax-efficient wealth transfer can greatly diminish the amount of wealth that ultimately reaches the next generation. With so much focus on building an effective retirement plan, creating an equally effective plan for transferring hard-earned assets can unfortunately be an afterthought.
Visit our Wealth Transfer Page >
Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.
Visit our Lifetime Income Page >
Long Term Care
According to the Federal Government, over 60% of senior citizens will experience the need for long-term healthcare at some point in their lives. Unfortunately, the vast majority of seniors have no protection from this very legitimate threat.
Visit our Long Term Care Page >
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently Daniel Roemerman holds FINRA Series 7 and State 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
© Copyright 2021 Greenway Financial Group. All Rights Reserved.