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Management
The financial consultants at Stonegate Financial, through a brokerage affiliate arrangement with Linsco/Private Ledger, one of the largest independent research organizations in the industry, provide comprehensive financial planning and asset management services for high net worth individuals and businesses. With access to timely, detailed information, computer-modeling tools and market intelligence, our financial consultants make informed decisions on your behalf. No conflicts of interest are imposed by the constraints “in-house” or proprietary products that may be inconsistent with your needs. With our independent, unbiased approach to investing, you can be confident that our only goal is to help you reach yours. Trust Services Trust services can play a critical role in achieving the financial and personal goals that are so important to you and your family. From helping you maintain control over your assets to protecting the value of your financial legacy, our comprehensive array of trust services can be customized to meet your individual needs. Our financial consultants offer access to trust services through The Private Trust Company N.A., an affiliate of Linsco/Private Ledger Corp. Estate Planning Successful estate planning allows you to transfer your assets to your beneficiaries quickly with minimal tax consequences. Along with top estate planning attorneys we carefully inventory your assets and develop programs to address estate tax liability and provide liquidity and asset protection for you and your beneficiaries. Insurance Planning A well-designed program for financial security should begin with insurance planning. As the most overlooked piece of one’s financial plan, insurance often provides the greatest benefits. Disability, Life and Long Term Care insurance should be foundations of everyone’s financial plan. Most individuals and business owners either don’t have or pay too much for insurance. We conduct a free insurance audit for our clients to scrutinize every detail of their in-force coverage. We identify potential areas for improvement and compare their current policy against the best available products in the marketplace today. Our audit concludes with a recommendation to either maintain the current policy, or move to a more effective, often times less costly, policy. Retirement Planning for Business Owners If you own your own business, or are self-employed, we can help you select the right retirement vehicle for you and your employees. Our plans include 401(K)s, SEP IRA’s, defined benefits, deferred compensation and profit sharing plans. In addition, we will choose the investments to fund those plans and manage your plan on an ongoing basis.
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