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Process — Platinum Wealth Management
http://joinplatinumwealth.com/process
Numbers people that don't treat you like a number. The first step in the investment process is discovery, where we sit down and listen to try to get an understanding of where you are now and where you want to be, what you have done in the past, and what are your concerns and expectations. We then take the information gathered in the discovery phase, go back to the office and work to develop a comprehensive plan created specifically to address the needs of your particular situation. Check the background o...
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Growth — Platinum Wealth Management
http://joinplatinumwealth.com/growth
Numbers people that don't treat you like a number. THE BENEFITS OF LONG-TERM INVESTING. PLANT NOW, HARVEST LATER. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA. Platinum Wealth Management and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, CA, IL, NV.
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Commitment — Platinum Wealth Management
http://joinplatinumwealth.com/commitment
Numbers people that don't treat you like a number. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA. Platinum Wealth Management and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, CA, IL, NV.
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Diversification — Platinum Wealth Management
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Numbers people that don't treat you like a number. Stocks* S&P 500, 1971-2012. Yahoo Finance;. Robert Schiller, Irrational Exuberance . Bonds* Long-term Government bonds, Ibbotson SBBI 1971-2012. Real Estate* * FTSE NAREIT US Real Estate Index, 1971-2012. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA.
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Mission — Platinum Wealth Management
http://joinplatinumwealth.com/our-mission
Numbers people that don't treat you like a number. IS TO INSPIRE YOU. To invest prudently, and to give you the fundamental understanding and confidence you need to invest wisely for tomorrow, and today. We will remain faithful to proven and time-tested principles of Wealth Management and Asset Protection, in order to provide you with the confidence you need to invest. IS THAT YOU WILL TAKE FULL ADVANTAGE. We welcome your inquiries, and encourage you to call us any time at (888) 587-4150 to answer any que...
phoenixpwm.com
Services - Phoenix Private Wealth Management
http://www.phoenixpwm.com/private-client-services
Phoenix Private Wealth Management Process. Individual Retirement Account (IRA). Phoenix Private Wealth Management. Has a passion for h. Elping clients integrating money and meaning by linking their personal goals with appropriate financial planning strategies. We do this by using a total wealth management approach, which includes the following private client services:. Coordinating with your tax advisor to help reduce your tax liability and let more of your money work for you. Cash and Debt Management (C...
valark.com
Our Company - Valark Financial Services
http://valark.com/our-company
Home / Our Company. Our association with Independent Financial Group. Allows us to work in market segments where we can be most effective. We prefer to go deep, not wide. Like other firms, our primary business is asset management. However, we’ve developed a specialization in working with families with college bound children who have reached a point in their lives where they desire sophisticated advice and sophisticated asset management. As full-service financial advisors, we offer clients access to an as...
incometaxservice.com
O'NEILL Tax & Financial-949-492-4TAX
http://incometaxservice.com/5.html
O'Neill Tax and Financial. 501 N El Camino Real, Suite 200, San Clemente CA 92672. The Internal Revenue Service. The Franchise Tax Board.