WallStreetNot Financial LLC

Secure Retirement Planning

Retirement planning is a central issue for most comprehensive financial plans. Making sure that you have enough capital accumulated to fund your retirement income is the primary focus of pre-retirement planning. When it comes time to actually retire, having an income management strategy and risk management strategy in place is essential. There are a number of risk factors to consider as you enter retirement. These include inflation, longevity, healthcare, long term care, lifetime income, and asset allocation strategy that is appropriate for a retirement  income distribution program. We have the necessary software and expertise to help assist you in this important phase of your financial life!

Estate & Legacy Planning

Helping preserve your life’s work and leave a lasting legacy is our primary focus here. There are a number of factors that cause estate erosion at time of death that include taxes, improper ownership arrangements, family issues and more. All these factors need serious consideration when developing a comprehensive estate and legacy plan. It is through a combination of legal, insurance, and investment management strategies, that allow you to preserve and pass on your wealth and wishes to the next generations and charitable interests if you have them! We help you put it all together and coordinate all aspects of your strategy. When it comes time to implement your plan we provide some of the services directly and work with a number of other affiliated advisors where needed!

Business Continuation and Exit Planning

If you are a business owner, your largest asset is probably your business. Special care is needed here to help keep the business in the family if that is the concern, or to maximize its value in the case of a sale to a third party. Again we can help the small and medium sized closely held business owner accomplish their goals in this area to create certainty and efficiency in this process!

Investment Management

Through a combination of Safe Money Strategies and defensive portfolio strategies, we help you develop and manage a comprehensive investment portfolio that is both sophisticated and effective in managing risk as well as prudent growth for the future. The days of the great bull market are over. Our strategies are in tune with the realities of the market and economy in today’s challenging times! We have over thirty years of investment management experience in our firm with all different size accounts and investor temperament! Let us provide you with a free portfolio review and analysis to determine if your investment assets are properly positioned and suitable for you and your future goals!

Trust  Services

Many times it is a good strategy to employ the use of trust in an overall financial plan. When it makes sense to hire a corporate trustee in your case, we offer a number of different firms to choose from that we have an affiliation with! Call us for a list of these providers.

Financial Seminar Education

The investment and planning industry are moving fast and hard to keep on top of all that is going on in these areas   
We also offer financial education seminars to small businesses and corporations to help their employees and executives understand and keep abreast of all the changing factors in finance, investment, and insurance !