albergfinancialgroup.com
Harvey Alberg's Client Commitment
http://www.albergfinancialgroup.com/p/client-commitment
Dedicated to Helping Clients Pursue Their Retirement Goals. A client once told Harvey that whenever he spoke with him or had a question, Harvey made him feel like the most important person. Harvey’s goal is to build personal, long-term relationships with clients and help them not only prepare for their financial future, but also understand the developed strategies. Throughout the process of understanding the client’s objectives and developing strategies that align, Harvey always puts the client fir...
albergfinancialgroup.com
Useful Links | Harvey Alberg
http://www.albergfinancialgroup.com/p/useful-links
We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. The Truth About Harvey Alberg: My Story. December 08, 2014. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through KCD Financial, Inc. 8212; Member FINRA.
albergfinancialgroup.com
Estate | Harvey Alberg
http://www.albergfinancialgroup.com/resource-center/estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Put It in a Letter.
albergfinancialgroup.com
Lifestyle | Harvey Alberg
http://www.albergfinancialgroup.com/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest. A Cheat Sheet for Sending Your Kid to College. Apps That Help Achieve Goals.
albergfinancialgroup.com
Tax Resources | Harvey Alberg
http://www.albergfinancialgroup.com/tools/tax-resources
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. The Truth About Harvey Alberg: My Story. December 08, 2014. Check the background of your financial professional on FINRA's BrokerCheck. 8212; Member FINRA.
albergfinancialgroup.com
Investment | Harvey Alberg
http://www.albergfinancialgroup.com/resource-center/investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
albergfinancialgroup.com
Raise Your Retirement Income | Harvey Alberg
http://www.albergfinancialgroup.com/resource-center/retirement/raise-your-retirement-income
Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. 9 Facts About Retirement. Regardless of how you approach retirement, there are some things about it that might surprise you. There are a number of ways to withdraw money from a qualified retirement plan. December 08, 2014.
albergfinancialgroup.com
Resource Center | Harvey Alberg
http://www.albergfinancialgroup.com/resource-center
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. The Truth About Harvey Alberg: My Story. December 08, 2014.
integritygp.com
Our Location
http://www.integritygp.com/location.cfm
INTEGRITY RETIREMENT PLANS - It's what we do - it's who we are. Investment and retirement planning specialists providing independent, unbiased, fee-based retirement plans for businesses and individuals. Profit-sharing, 401k, 403b, 457b, Solo-401k, and SEP plans. 401k and IRA Rollovers, Roth and Regular IRA's. 222 E College Ave. Markets at a Glance. 222 E College Ave. Located on the 2nd floor at 222 E. College on the North side of College Avenue next to the historic Conkey's Bookstore. 222 E College Ave.
