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LET’S DISCUSS YOUR NEEDS
Investment Advisory Group, LLC has been earning the trust of people in our community by successfully meeting their requirements for objectivity, competence, and superior service. As an independent financial planning and investment management firm, IAG is obligated only to you, and we are free to help you choose the products that work best for you. IAG is focused on helping you reach your goals in life.
The Investment Advisory Group, LLC Advantage
- Independent, objective financial advice
- Experienced portfolio management
- Portfolio reviews
- Personal service
- SIPC protection through Multi-Financial Securities Corp1 and Fidelity Investments2
- Certified Financial Planners
You’ve worked hard to build your wealth. You deserve professional management. You can place your trust in Investment Advisory Group.
SERVICES
A PERSONALIZED PLAN
At IAG, services are about you. An IAG advisor analyzes your current financial picture and your goals in life. We assess your cash flow, insurance needs, taxes and the impact of inflation, and you receive a detailed roadmap to financial peace of mind.
INVESTMENTS
Applying asset allocation techniques to preserve capital and maximize growth, IAG monitors markets daily and periodically rebalances your portfolio to keep it in sync with your goals.
RETIREMENT PLANNING
If you’re a retiree or planning your retirement and you are concerned about financial security, an IAG advisor evaluates your current financial situation, assesses your retirement accounts and designs your plan.
ESTATE PLANNING
IAG can help you protect assets to benefit your family and other heirs, providing you advice on establishing trusts, making gifts, and other planning tactics. We give you solutions to ensure your assets are distributed according to your wishes, and to minimize the federal estate tax and probate costs.
TAX PLANNING
Your tax picture frames all financial advice IAG offers. Whether it’s investments, insurance or budgeting, we prepare you for tax law changes and integrate the most tax-efficient solution into your plan.
IRA ROLLOVER MANAGEMENT
Decisions you make today about your retirement plan can make a big difference in the size of your retirement nest egg. We help you understand your choices, evaluate the tax consequences, and make the best decision.
PORTFOLIO REVIEW
After implementing your financial and investment plans, IAG conducts regular portfolio reviews and stays in touch with you to keep you on track with achieving your long-term goals. Through periodic meetings and detailed portfolio reports, we keep you on top of your financial situation.
IAG COMMUNICATIONS
Our website, newsletters, seminars, monthly account statements and e-mail inform you about the newest investment opportunities, planning strategies and IAG services. You can access your account statement 24 hours a day through this website, and IAG contracts with Fidelity Investments for its custodial services.
1 Please visit the Securities Investor Protection Corp. website at www.sipc.org for comprehensive information.
2 Securities in accounts carried by National Financial Services LLC (NFS), a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
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