People are worried about their financial future! That’s not surprising given the headlines. They are asking questions like, what “rising” should I be most scared of? Rising interest rates? Rising taxes? or Rising inflation? Should I be scared? or down right terrified? Everything is in a state of flux, income tax rates are going up, tax deductions are going down, the estate tax is going away, it’s coming back again . . . you get the idea.
As an advisor, one of my pivotal roles today is to provide certainty in an uncertain environment. As a Friend of EPCMS I will bring each EPCMS member a number of effective, individualized, “tried and true” strategies that will bring clarity in this challenging market.
Some of these Services & Products include;
- A “process” that addresses the 4 stages of wealth: Protection, Accumulation, Distribution and Wealth Transfer.
- True “Own Occupation and Non Cancelable disability plans to cover Personal income, Debt obligations, Business Overhead expenses, Buy-Sell Agreements. * With Specialty language for your medical specialty.
- Roth conversations, Pensions, 401(k), IRA, SIMPLE and SEP plans
- Roth “look a like”, for the wealthy and high income earner.
- Participating Whole Life, Term Life Insurance, Fixed & Variable Annuities.
- Long Term Care, Individual Major Medical, Group Medical and Dental Plans
At Cronkhite Wealth Strategies, we are committed to developing meaningful relationships and becoming a trusted and knowledgeable resource to EPCMS Members..
Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004. Securities products and services offered though PAS, 1-888-600-4667. PAS is an indirect, wholly owned subsidiary of Guardian. Cronkhite Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC