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Client Bill of Rights

QUALITY OF SERVICE


 

You are entitled to a high level of proactive, courteous service.

TRUSTED ADVISOR


 

You have a right to work with trustworthy, dependable, independent wealth advisors.

RECOMMENDATIONS


 

You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.

CONFIDENTIALLY


 

You have the right to the strictest levels of confidentiality with information given to our team.

PROMPT RESPONSE


 

You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.

EDUCATION


 

You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.

ACCURACY


 

You have the right to accurate third party reporting of all managed accounts.

72t Experience, Knowledge & Wisdom Matters

Not all Financial Advisors, CPA’s, Tax Attorneys, Banks or Brokers know about this little known 72t IRS rule.

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Do I have to “rollover” my money to an IRA retirement plan to access my money through a 72(t) distribution?

The answer is no, but in many cases, we recommend that you do. An employer sponsored IRA retirement plan often carries restrictions on withdrawals and limited investment options, as well as other considerations.

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What is a 72t Distribution Penalty?

TIP: We have effectively set up 72t distributions for penalty free income many times throughout almost 50 years and this strategy works, IF DONE CORRECTLY.

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72(t) Professor72(t) Specialist