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Wealth Management

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Wealth Management

Wealth management is much more than managing your investments. It involves planning and preparing for your most precious life goals. Our wealth management process can help you determine what is really important to you. Whether it is building a prosperous retirement, building a legacy for your loved ones or simply generating wealth, your goals are unique to you. How successful you are in achieving your goals will depend on your investment strategy and the people you trust to implement it. Our team of professionals at Insight Alliance can help you achieve your dreams and goals with a balanced wealth management approach.

Wealth management is about getting organized and designing an effective financial strategy. Keeping up with an ever changing financial landscape can be challenging, as personal financial information is spread among financial advisers, institutions and accounts. Insight Alliance will guide you through the labyrinth of options, introducing you to every platform design available, while giving you a complete understanding of each plan offering.

Wealth Management – Where to Put Your Money?
IRAs;
Roth IRA;
Mutual Funds;
Stocks;
401k;
Annuities

Wealth Management – IRA’s:
Individual Retirement Accounts (IRAs) provide a way to save for retirement with potential tax advantages. Contributions you make to a traditional IRA may be fully or partially deductible, depending on your circumstances, and are not taxed until withdraws, usually in retirement.

Wealth Management – Roth IRA:
A Roth IRA is an individual retirement account that can offer a valuable future tax break: tax-free income in retirement. A Roth IRA is similar to a Traditional IRA and is subject to many of the same rules. Though contributions to a Roth IRA are not tax deductible, if you satisfy the requirements, the qualified distributions are tax-free. Let us help you make the right choice.

Wealth Management – Mutual Funds:
Mutual funds are a popular way for individuals to invest, but can be confusing and complex. Mutual funds are operated by money managers, who invest the fund’s capital and attempt to produce capital gains and income for the fund’s investors. One reason to invest in mutual funds is their adherence to a basic principal of investing: “Don’t put all your eggs in one basket”. In other words, many different types of investments in one portfolio can balance your risk of loss and maximize efficient gains from investments.

Wealth Management – Stocks
Stocks are one of the most popular financial instruments. Stock ownership can be profitable to investors by allowing them to participate in a company’s profit, in the form of dividends. Individual stock investing is the most time consuming as it requires you to make judgments about management, earnings and future prospects. Insight Alliance works with experienced, seasoned investment managers to offer our clients an excellent investment strategy.

Wealth Management – 401k
A 401k is a employer-sponsored way to save and invest for retirement. As the cost of running pensions escalated, employers started replacing them with 401k’s. 401k plans shift investment risk to the employee and allows workers to save and invest a piece of their paycheck before taxes are taken out. Our professionals at Insight Alliance will help you determine if participating in your 401k plan is best for you.

Wealth Management – Annuities
An annuity can help you build and protect your retirement income. Annuities are a popular choice for investors who want to receive a continuous and predictable income during their retirement.

There are various types of annuities. Learn more.
Your success is our focus. Contact us at (615) 376-8350 for a complimentary evaluation of your wealth accumulation plan.