Have you ever wished all your financial advisors were “on the same page”? Have you ever felt like a tennis
ball taking information back and forth from your accountant to your investment advisor to your attorney? Have you ever lost
opportunities because your finances weren’t coordinated properly?
Mark Allen, Investment Advisor Representative with Transamerican Financial Advisors, Inc. sees clients paying high prices
because they don’t coordinate advisors. Just this year, a client lost a once-in-a-lifetime chance to convert their
traditional IRA into a Roth IRA tax free – simply because Mark didn’t know they had the traditional IRA.
That’s why Mark is pleased to announce that he’s offering through Transamerica Financial Advisors, Inc. a comprehensive
wealth management service to clients just like you. Now you’ll never have to worry about losing those opportunities.
Mark will continue providing the quality tax services you’ve come to expect over the years. Adding wealth management
services through Transamerica Finanical Advisors, Inc., which includes complete oversight of your financial affairs, will
give us both greater potential tax savings and planning.
What is “Wealth Management” and how can it work for me?
Working as a tax professional, Mark doesn’t always see what’s happening with your investments, insurance
policies, estate planning documents, etc. Mark see's the annual results. But by then it may be too late to help you make
the most tax-efficient choice. Seeing all your information lets Mark work to save you more.
“Wealth management” starts with Mark's traditional tax management services. But then he adds asset management,
retirement planning, insurance planning, and estate planning. Looking at “the big picture” gives Mark more opportunities
to enhance your wealth, minimize your taxes, and secure your legacy for yourself and your family.
Why use a tax firm for Wealth Management?
Every financial decision you make affects your taxes. Federal and state income tax laws weave themselves through every
aspect of your finances – sometimes in ways that different advisors don’t see.
Let’s say you’re evaluating life insurance. Traditional life agents understand how tax laws affect life insurance.
But do they understand how your insurance portfolio coordinates with your real estate portfolio? Do they know how the cash
value portion of your policy affects your overall asset allocation?
Insurance, real estate, and portfolio management may be very different disciplines. But all of them affect your taxes. Shouldn’t
your tax professional see “the big picture” to make the most of each opportunity?
How does the Wealth Management service work?
Wealth Management isn’t a once-a-year exercise. It’s an ongoing process that requires relationships. It is an
annual process that requires closer relationships with our clients. The service begins with a comprehensive financial analysis
that encompasses a review of your current financial health and your stated goals. Quarterly follow up’s are conducted
to review your current status and address any questions or concerns you may have.
What's Included in the Service?
- Customized tax minimization & wealth maximization strategy
- Customized investment portfolio design (If using the investment advisory service)
- Online vault for easy & secure access to all of your financial documents
- Annual update of your net worth statement
- Annual fall tax projection
- Annual Individual tax return preparation (if using the Wealth Management Tax Plus service)
- One time credit toward a comprehensive financial plan
Mark's wealth management service is provided through Transamerica Financial Advisors, Inc.
Call 800-850-4435
for your Investment Analysis today. Mark will find the mistakes and missed opportunities that may be costing you thousands,
then show you how we can implement a plan for rescuing those wasted opportunities.
For a comprehensive list of our services click here.
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