Rushwald Mark S Cfp

Information may not be reliable

The quantity of information available to consumers in today world about investing has given many people the impression that they can manage their investments and financial planning alone. The truth is that there is so much information that it takes a full time financial professional to weed thru the volumes of news and reports available.
There are few things more important than your financial security, and having a professional on your side makes a world of sense. Financial professionals possess a sound understanding of complex financial issues and can provide an objective opinion without the emotion that can so often cloud judgment. It is literally my business to know all of the complexities of investing and planning and to help you pursue the most practical strategy toward your financial goals.
By being an independent fee-based planner there are no conflicts of interest between various commission based products and what is best for the client. You simply do not pay any commissions or fees other than the fees stated in our contract. All fees are based on per cent of assets under management. This means that as your assets grow the management fee grows proportionally and if the portfolio loses value the fee shrinks proportionally. We want to be in this together with you for the long term, we are not traders we are long term investors. This type of arrangement results in a win win situation for both of us.
Let me put my professional expertise, experience and client commitment to work for you and your family. I will do the heavy lifting so you can focus on what you prefer to do best and stop spending time and worrying about what you haven't done. Let me show you how I can help you.

Year-End Planning Can Take the Bite Out of Future Tax Bills: There's a reason to put tax planning high on your to-do list this year: The Bush tax cuts are set to expire at the end of 2010...

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.