As investment consultants, the primary thrust of the practice is dealing with high net-worth individuals by helping those individuals manage assets. Some of our clients require management of their personal assets, while others have become clients as a result of receiving lump-sum distributions from qualified pension plans.
Since tax laws governing the distribution of money from retirement plans are very complex, we believe that it is essential for people to be working with professionals in that area. Moreover, once those retirement assets are distributed, it becomes even more crucial for those assets to be managed professionally.
Since tax laws governing the distribution of money from retirement plans are very complex, we believe that it is essential for people to be working with professionals in that area. Moreover, once those retirement assets are distributed, it becomes even more crucial for those assets to be managed professionally.
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He graduated with a Bachelor of Science in Biology from Dickinson College in Carlisle, Pennsylvania in 1968, and began his involvement in the financial services industry in 1972.
Continuing his professional education, Rick received the Certified Financial Planner (CFP) designation in 1983 from the College for Financial Planning in Denver, Colorado after having received the CLU designation in 1979 from the American College in Bryn Mawr Pennsylvania.Brings to the practice a mathematics background as well as computer expertise.
Continuing his professional education, Rick received the Certified Financial Planner (CFP) designation in 1983 from the College for Financial Planning in Denver, Colorado after having received the CLU designation in 1979 from the American College in Bryn Mawr Pennsylvania.Brings to the practice a mathematics background as well as computer expertise.
Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them. Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio.
A mutual fund whose primary investment objective is substantial capital gains. The return and principal value of mutual funds fluctuate with changes in market conditions. Shares, when sold, may be worth more or less than their original cost. Investments seeking to achieve higher returns also involve a higher degree of risk.
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