Benefits of working with us - Financial
NW INSURANCE & FINANCIAL offers you the following benefits:
Investment "Watch Dog" service
Year-long, continual monitoring of your investments
Regular meetings to review your investment performance, update your overall financial objectives and if necessary, rebalance your portfolio as agreed upon by you
Periodic statements
Availability of over 6,000 mutual funds
Commission-free transactions on most stocks, bonds or mutual funds traded in your managed accounts (certain transaction fees may apply)
Recommendation regarding position of funds within your employer-provided plans, such as 401k's
Regular newsletters offering a view of the current state of investment markets
Retirement Income & Distribution Planning
Analysis of your income needs, now and in the future
Development of multiple portfolio’s strategies tailored to your specific goals and risk tolerances
Continual development and implementation of recommendations designed to fund your income needs and help maintain a comfortable standard of living
Recommendations regarding the distribution method for your employer retirement plans and IRAs
Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer after you pass away!
Tax Reduction Planning
Regular review of your situation.
Free annual consultation with your CPA tax preparer
Recommendation of tax-advantage investments when suitable.
Family Wealth Planning
Analysis of your current estate plan
Free consultation with your attorney
Assistance in transferring assets to your Living Trust or other trusts.
Analysis of potential estate taxes and recommendations for tax reduction
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