We can help you Build, Protect, and Transfer your Wealth
Relative to the "standard" business model that most advisors use, my model is very unique. I can provide Active management or Passive management techniques based on the client's investment and fee needs. My goal is to provide an unbeatable value proposition to the prospective client. Lower risk, with an greater diversified portfolio using Fiduciary scores that are executed for large 401k plans.
I'm an Holistic advisor looking at future potential pitfalls. Most people's greatest financial risks in the future are: Health event, and Tax rates in Retirement. With a bit of planning you can protect you and your family from both of these, and save your Assets for what they were intended for: Travel, Visiting children and your Grandchildren, giving to the Charity of your choosing. Basically giving you the ability to do what you enjoy doing.
Here at Norman Wealth we realize the importance of getting your Assets transferred to your loved ones after you're gone. We'll talk about Wills and Trusts, and the end result will be a complete Estate plan that delivers peace of mind to you and your Family. I believe this process is of great importance to your overall financial plan. One of the most integral parts of this process is getting everything retitled into the name of your Trust. And I'll be there with you every step of the way to help you.
I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and Life and Health, Disability, and Fixed and Variable Annuities. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation.
In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers, performance relative to peers.
In my opinion, Mark Wiseman is one of the Premier Estate and Business Planning Consultants in the Country. By being a Forward looking holistic planner Mark and I will make sure you're prepared for future Financial pitfalls that could potentially derail decades of savings and investing.
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