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Help your clients meet their retirement goals in all of life's stages.
Featured Articles
Advisor Authority
Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X
12/11/2017
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
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Case-Studies
The Stretch
04/18/2018
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. To give his clients more control over their legacies, learn how Mr. Padilla leveraged the Stretch Payout Option available at Nationwide advisory solutions.
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Maximizing Tax Deferral with Monument Advisor
04/19/2018
The key to tax-smart investing is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.
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Tax-Smart Retirement Investing with Monument Advisor
04/17/2018
Relatively low contribution limits in IRAs and 401(k)s may not be enough for many high-earning clients. Monument Advisor can help.
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Whitepapers
Fee-Based Insurance: The Missing Asset Class for a Holistic Financial Plan
02/07/2019
Fee-based advice is on the rise. Are you ready to reap the benefits? Download the whitepaper to learn more.
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