Annalee Kruger, Founder & President of Care Right, Inc. presents on how families can proactively plan for the aging process. Brian Regan, CFA, MBA, and Chief Investment Officer at AMR was recently published in Retirement Investor IQ. Check out his article "The Income Investing Fallacy".
J. Christopher Boyd, Founder & Chief Executive Officer - 14 year radio host of the Something More with Chris Boyd show & 2019 Chair of the Massachusetts Chapter of the Financial Planning Association.Your goals are our goals at Asset Management Resources, LLC. We are an independent, boutique style, registered investment advisor firm where clients' needs are understood.
J. Christopher Boyd, Founder & Chief Executive Officer - 14 year radio host of the Something More with Chris Boyd show & 2019 Chair of the Massachusetts Chapter of the Financial Planning Association.Your goals are our goals at Asset Management Resources, LLC. We are an independent, boutique style, registered investment advisor firm where clients' needs are understood.
Services
Chris Boyd, CFP, CASL, Chief Executive Officer, and Brian Regan, CFA, MBA, Chief Investment Officer, review Q4 market conditions and portfolio designs. Our latest financial planning webinar features Dorian Mintzer, M.S.W., Ph. D. Dorian discusses how individuals and couples can embrace their bonus years as a time to grow, learn and evolve.
Chris - It is common to have competing interests of preserving wealth, a desire to generate income to meet needs in retirement, and to see wealth grow to meet future needs & provide for future generations. As a result, we view our primary aim as helping clients manage risk in the pursuit of favorable portfolio returns.
AMR is offering a complimentary financial review of your 401(k) - with consultation on where to place funds and how to diversify. Call Scott Birmingham at 866-771-8901 to schedule your review. Are you ready to start a financial plan with AMR? Simply enter some basic information and you'll have access to a personal balance sheet, an analysis showing your target and surplus/deficit liquidity, and a budgeting tool linked to your account(s).
A comprehensive Financial Plan is nothing more than a financial road map. Like when starting any journey, clarity about the destination is important, but even more essential is knowing specifically from where the journey begins. So, too, with one's finances. We help people at all stages of their journey, particularly those in or near retirement.
Spend your time on the people and things that matter to you. Investing can be complex and time consuming. Let us help. AMR provides Portfolio Management services providing you confidence that professionals are managing your money in a responsible and effective manner. Our Discretionary Portfolio Management services are fee-only in order to provide objective and ethical investment allocation.
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