A la Carte Financial Plans
Product Description
When it is important enough to have the best advice, but you don't want to invest the time and expense of a comprehensive plan, our a la carte menu of services is perfect for you.Accessories
Product Description A college education has become a minimum requirement for many good jobs. You know you need to prepare but what is the best strategy for saving taking into consideration how long you have and your tax situation, and how much do you need to save? You pick the university and we will total up all of the costs today, room, board, books, and tuition and inflate it so that you have a realistic chance of meeting your worthy goal of a good start on life for your children.College is likely to cost at least tens of thousands of dollars, and may cost several hundred thousands of dollars, so planning is incredibly important and starting now will make the burden much easier than procrastinating. In addition, with purchase of college education planning, you will receive one month access to MWBoone WealthVision for free. $295.00, 2/$345.00, 3/$395.00, 4/$445.00, 5/$495.00 | |
Product Description Can I afford to retire? How much money will I need in retirement counting expected medical bills and maybe a few trips? How do I fight against rising costs of living? How can I feel secure in my retirement income? These are big financial questions that most of us are needing to have answered, and we only have one chance to get the answer right. How important is it to have a guide who has helped many people to retire successfully, and has seen what many of the changes are that occur downt the road? How much are you willing to spend to analyze that multi-million dollar goal of Financial Independence?In addition, with Purchase of a Retirement Plan, you will receive one month access to MWBoone WealthVision for free. $1,495.00 | Sign Up for Our Email List |
Portoflio Analysis Product Description One of the most important things to an investor, is knowing exactly how their investment portfolio is performing and whether it is properly allocated. We believe that good financial advice comes from independent advisors, not from companies in the business of producing investment or insurance products. MWBoone and Associates LLC., is now offering a Portfolio Check Up: an independent second opinion to evaluate how well your portfolio is doing relative to other managers, market indexes and your tolerance for risk.MWBoone and Associates, LLC will provide you with a comprehensive portfolio analysis that takes into account all of your financial assets, including your 401(k), IRAs, 403(b), stock options, deferred compensation plans, and non-retirement investments. Not only do we look at overall allocations, we dig deep into your mutual funds to review the actual underlying stocks and bonds you own to determine your true diversification.This is an opportunity to take a holistic, pro-active, and educational approach to your portfolio and your investments in general. Be informed and have the tools to ask good questions of your advisor or improve your knowledge to continue managing your investments. This portfolio review opportunity is perfect for the Do-It-Yourself “Investor”, or the person who is questioning whether their advisor is really doing a good job. We will not make specific securities purchase or sale recommendations (i.e. sell XYZ stock or buy ABC fund) as those opinions grow stale quickly and we will not compromise our independence from product producers. In fact, you will not see a specific product sponsor name anywhere in our recommendations. Here are just some of the questions you will have answers to: - Does my portfolio make sense for who I am and what I’m trying to accomplish? - Am I taking on too much risk or too little risk for my unique needs? - Am I getting the returns I should? - What can I do to make sure my money is protected from taxes, inflation or a terrible economy? - Am I properly diversified or do I have a lot of overlap in my holdings? - Do I have enough foreign investments, or do I need some gold or oil? - Is my money invested in areas I believe in, or do I own a bunch of things I hate? - How should I handle stock awards from my employer? If you have questions in any of these areas, our truly independent professional Portfolio Analysis could be just what you need to get peace of mind about your investments. Fee: $695 for up to fifty investments $695.00 |
Copyright © 2007 MWBoone and Associates All Rights Reserved. MWBoone and Associates is a Registered Investment Advisor Investment Management services are not available through this e-store web site but are described at www.mwboone.com. Securities offered through Linsco/Private Ledger Member NASD/SIPC.