Investor Access

 

 

Having choices is important in investment and financial planning. I believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, I offer our clients an extensive array of investment alternatives and services.

Financial Planning Services I Offer:

• Conduct initial and ongoing fact-gathering meetings.
• Prioritize existing goals and issues.
• Develop, implement and manage a comprehensive plan of action.
• Create preretirement savings plans and postretirement income plans.
• Develop education funding plans for children and grandchildren.
• Review employer 401(k) alternatives and provide assistance with current and future allocations.
• Establish and maintain employer retirement plans and provide participant education.
• Provide guidance on employer stock option strategies.
• Review existing insurance and annuities for suitability and efficiency.
• Provide life insurance, annuities and long-term healthcare insurance.
• Review external investments for appropriateness, risk and cost.
• Conduct continuing education meetings and seminars.
• Assist with the determination of net worth and estate valuations.
• Provide recommendations for CPAs and attorneys.
• Provide access to industry-leading investment research and analysis.

Account Services I Offer:

• Online account and statement access.
• Automated electronic investments and distributions.
• Process incoming monthly direct deposit pension and social security payments.
• Provide notice of mandatory minimum distributions.
• Provide checking and savings accounts and debit cards
• Provide support on bond calls, principal and interest payments.
• Provide support on unit trust and CD rollovers.

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• Estate Planning
  Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning
  Your financial future is important. Don't trust it to just anyone.
• Mutual Funds
  Your purchasing power at work.
• Retirement Planning
  In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks
  How do stocks fit into my financial plan?
• College Planning
  What will it take to deliver the dream?
• Bonds
  Are bonds right for you?
• 401(k)
  What to expect from your 401(k) advisor.
• Insurance and Annuities
  Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options
  Strengthen your portfolio without stretching your finances.
• Freedom Account
  Managed accounts with the flexibility to meet your investment goals.
• Tax Planning
  Prepare for taxes all year round with this handy reference guide.

Lynne Wright Wealth Management Specialist First Vice President, Investments Contact Us