Risk Management

By: Ambassador Wealth Management, LLC  07/03/2014
Keywords: Risk Management, Life Insurance Quote, Personal Financial Planning

Insurance – Protecting your family and your assets are critical parts to your financial plan. Once again we work with industry professionals to make sure you have enough protection, but not too much. • Insurance audit • Fixed and variable life insurance • Long term care insurance • Fixed, variable and income annuities

Keywords: Deferred Annuities, Life Insurance Quote, Personal Financial Planning, Retirement Savings, Risk Management

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Estate Planning

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.


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Retirement Planning

We're here to help you make the right decisions to meet your retirement goals and prepare for what retirement will look like for you personally.


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Investments

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.


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Financial Planning

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.


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07/03/2014

Wealth Management

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