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?

Here at Allen & Allen, we see clients paying high prices because they don’t coordinate advisors. Just recently, a client lost a once-in-a-lifetime chance to convert their traditional IRA into a Roth IRA tax free – simply because we didn’t know they had the traditional IRA.

That’s why we’re pleased to announce that we’re offering comprehensive wealth management services to clients just like you. Now you’ll never have to worry about losing those opportunities.

• Wealth Management Service - a service designed to maximize your wealth through asset management. You get a customized tax minimization and wealth maximization strategy, a customized investment portfolio design, an online vault for easy & secure access to all of your financial documents, a live net worth statement, and an annual fall tax projection. This service will include the review of retirement planning, estate planning, tax planning, insurance planning and investment planning, and supply an analysis and recommendations as to the actions and investment strategies necessary to attain your goals and objectives. This service is provided in partnership with Wealth Management Associates, Brian Damiani – Certified Financial Planner™(www.wealth-mgt.net).