Ambassador Wealth Management, LLC
Financial Advisor, Retirement Planning, Retirement Planner
Retirement Planning – One of the biggest risks in retirement planning today is, not losing one’s assets, it is out living them. With proper planning Ambassador Wealth Management can help guide you to—and through a lengthy retirement.
• IRAs – for individuals and couples
• 401(k) plans – for small and mid-sized companies
• SEPs – for self-employed persons
• Pension/Profit sharing plans for professional corporations and sole practitioners
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Risk management is a big part of your overall financial plan. We'll help to make sure you're properly transferring and/or avoiding the major risk exposures that pertain to you.
Certain strategies can be implemented to help achieve estate planning goals. While we can't provide legal and tax advice, we work with your specialist to ensure your financial plan is in line with your estate and tax goals.
We are a holistic financial advisory firm operating independently; therefore, we are not incentivized to offer one strategy versus another. As an independent office, we offer a wide array of products and services to meet our client's needs.
A financial plan is the roadmap for each client's financial success, we offer a free consultation to determine if we're the right fit for you and your needs.
What We Do as Financial Advisors:
1. Set investment performance objectives and meet to discuss progress
2. Implement strategies to protect investments from downside risk
3. Disclose fees in an open conversation
4. Create a financial plan and keep it current
5. Keep current with technology for access and reporting
6. Coordinate and organize financial documents
7. Provide insurance solutions when applicable
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