Complimentary Portfolio Risk Analysis.
Traditional, Roth, Inherited, Rollovers
Professionally managed portfolios matching investments with client's tolerance for risk and financial goals, diversified and auto-rebalanced.
Tax deferred college savings plan.
We work with multiple carriers to find optimal solution for clients insurance needs.
Life insurance is a contract between an insurer and a policyholder in which the insurer guarantees payment of a death benefit to named beneficiaries when the insured dies in exchange for premiums paid by the policyholder. Term life insurance policies expire after a certain number of years. Permanent life insurance policies remain active until the insured dies, stops paying premiums, or surrenders the policy.
Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living. You can select a range of care options and benefits that allow you to get the services you need.
A fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account.
A variable annuity is a type of annuity contract, the value of which can vary based on the performance of an underlying portfolio of mutual funds.
Documentation containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals.
An alignment process for financial advisors to quantitatively measure investor risk tolerance, risk capacity, and portfolio risk.
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC to residents of New York, New Jersey, Pennsylvania, Florida, Colorado, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. William Bowie Associates, Inc. and Cambridge are not affiliated.
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