Ameriwealth Retirement Services, Inc.

 

 Successful investing doesn't just happen...

It takes preparation. It doesn't need to be a difficult process, but it must be thought out. 

 

 

We will work with you to:

  1. Identify and establish financial goals and objectives.
  2. Gather data.
  3. Process and analyze information.
  4. Present and explain your individualized program.
  5. Implement the strategy.
  6. Continually monitor your portfolio's performance.

As we work through each step of the process, our main objective will be to bridge the gap between your present financial status and your future goals. Whatever your specific investment objective, together we can tailor a program that is right for you. We welcome your visit to learn more about the personalized services & investment resources that we offer.

Call us today at 800-443-0989 to see how easy it can be to get started toward reaching your goals.    
       

 

Check me out on Linkedin!Linkedin

 

 

 

 

 
Calculators

Lease Payment

How much would your monthly lease payment be?

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

More Newsletters →