“Risk comes from not knowing what you’re doing.”
I am an Independent Advisory Representative (IAR) with the investment advisory services provided through Tuttle Wealth Management, LLC. My advisor-client relationship is based on a fiduciary responsibility of putting the client first.
– Warren Buffett
The Accountant as Wealth Manager is a new paradigm, during with accountants provide accounting services while also delivering a full range of financial products and services in a consultative manner. This is a holistic approach to solving a client’s financial problems. The answer is not insurance and investments. Instead, the answer is the best advice complemented with the right financial products; that’s what wealth management is all about.
The uncertain global economy presents a new paradigm for investing. Growth is important, but so is knowing how to protect the wealth you’ve accumulated. Our investment programs provide a wide variety of individualized investment solutions for wealth management. Tactical management can adjust to market styles and conditions, establishing a desired balance of protecting capital while pursuing growth.
“What need were you feeling inside that made you want to see and advisor?” Here are some of the answers we have heard:
• I’m afraid I’m not doing the right things with my money.
• I don’t want ending up like my folks, old and scraping by.
• I want to make sure my family is taken care of.
• I need to talk to someone who knows what he’s talking about.
• I want the freedom to do what I want with my life ten years from now.
It’s your money, not the governments. My services aim to provide state of the art strategies using the tax code along with advantages of the Pension Protection Act. As an independent advisor and a tax professional you received the benefits of what and how to minimize taxes up to a point of a tax-free retirement.
Services provided are:• Investment Advisory
• Retirement Income Planning
• Long-term Care Planning
• Life Insurance Planning
• Veteran & Senior Care Planning