Don’t be turned off by the complexity of investing … we’re here to help!
As an independent advisory firm, we have a wide variety of investment options to choose from to fit your life stage, time horizon, risk tolerance, income level and overall financial picture.Â
One key area of investment management is understanding how investments will impact your taxes. Our team will work along side your accountant to ensure you understand and are prepared for the role your investments will play in the tax process.
The investment world is vast, and it can feel like the cards are stacked against you.Â
We are committed to finding investments and investment companies that focus on you, the investor, by keeping costs low and transparent, having a clear investment philosophy and process, and being disciplined to stick to that process.Â
We try to avoid or completely eliminate transaction costs in order to have the flexibility and freedom to build, change, or maintain the portfolio without incurring any additional expenses and seek to avoid any conflicts of interest.
We are not market timers or “hot stock” pickers, but having the flexibility to choose the right investments and change when necessary without incurring any additional cost or receiving any incentives is important.
Before recommending any specific investments, we want to understand your goals and expectations in order to make sure we are on the same page moving forward. We are not product driven, nor do we favor one investment firm over another.Â
Do you prefer low cost index funds, or ETFs (exchange traded funds)? Do you prefer a more “active” approach? Do you have some specific companies or funds that you want included in your portfolio?Â
Do you prefer socially responsible, or faith-based investments?Â
We’ll do our best to cater the investments to accomplish your objectives. Open and regular communication is important in any relationship, and it holds true for us and our clients as well. Â
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked. Â
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FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Â
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
Please call our office! We’d love to hear from you!Â
For your security, and ours, we do not accept email / online inquiries. We apologize if this is an inconvenience, but we value your security and that of our firm!
