Adirondack Asset Management, LLC - Fee only personal financial planning and investments, estate planning, investment management, retirement planning, estate planning and tax planning in Lake Placid, Saranac Lake, Adirondacks by CPA CFP PFS registered investment adviser.
http://www.adkasset.com/
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ADIRONDACK ASSET MANAGEMENT
DOUG HOFFMAN
157 S●●●●● AVE.
LAKE●●●●ACID , NY, 12946
US
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GARRANT CONSULTING LLC
BRYAN GARRANT
3 MEAD●●●●●●W LANE
MA●●NA , NY, 13662
US
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GARRANT CONSULTING LLC
BRYAN GARRANT
3 MEAD●●●●●●W LANE
MA●●NA , NY, 13662
US
View this contact
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Financial Planning and Investments, Estate Planning, Retirement | adkasset.com Reviews
https://adkasset.com
Adirondack Asset Management, LLC - Fee only personal financial planning and investments, estate planning, investment management, retirement planning, estate planning and tax planning in Lake Placid, Saranac Lake, Adirondacks by CPA CFP PFS registered investment adviser.
adkasset.com
Financial Planning and Investments, Estate Planning, Retirement
http://www.adkasset.com/investment.asp
To obtain the maximum return available while attempting to limit potential loss in any one year to less than 15% over the long-term life of the portfolio. Based on the last 32 years of market data, average annual return is highest with only a 5% chance that the portfolio will suffer a loss more than 15% in any single year with an asset mix of:. Domestic Large Capitalization Stocks. International Large Capitalization Stocks. Domestic Small Capitalization Stocks. Domestic Bonds, REITs and Money Markets.
Financial Planning and Investments, Estate Planning, Retirement
http://www.adkasset.com/retainer.asp
SAMPLE RETAINER AGREEMENT LETTER. This letter outlines the understanding between you ( Client ) and Adirondack Asset Management, LLC ( AAM ) for the services AAM will provide to you. If you have any questions about the content or purpose of this letter we should discuss them before you sign this letter. We are engaged to provide financial planning, investment, and personal income tax advice to you for a fee of. We manage investments on a non-discretionary basis only. Review meeting on personal financial ...
Financial Planning and Investments, Estate Planning, Retirement
http://www.adkasset.com/fees.asp
Fee-Only financial planning means we are compensated solely by our clients, and do not accept commissions or compensation of any kind based on the products we recommend. You are guaranteed complete disclosure of all fees, prior to your engagement. There's no better way to be confident that your advisor is working solely for your best interest. COMPREHENSIVE PERSONAL FINANCIAL PLAN. Investments-including retirement plan assets. Risk management - the need for specific insurance. Other needs specific to you.
Financial Planning and Investments, Estate Planning, Retirement
http://www.adkasset.com/links.asp
Dragon Benware and Crowley and Co., P.C. - www.dragonbenware.com. American Business Transitions - www.ameribt.com. The National Association of Personal Financial Advisors - www.napfa.org. DFA Mutual funds - www.dfaus.com. TD Ameritrade Institutional Services - www.tdameritrade.com. TD Ameritrade Advisor Client login - www.advisorclient.com. Adirondack Regional Tourism Council www.adk.com. Quality of Life Enhancer - www.bachrachvbfp.com/qualityoflifeintro.html. Adirondack Asset Management, LLC.
Financial Planning and Investments, Estate Planning, Retirement
http://www.adkasset.com/gettingstarted.asp
The next step would be to give us a call to Get Acquainted and determine if and how we can help you. We can then decide to set up a meeting. at either our Lake Placid, or Saranac Lake offices. During our meeting, we will discuss what is important about money to you, your current financial situation, values, goals, dreams and concerns. This meeting is an opportunity for us to exchange information and for you to get an even better sense if we are the right financial planning firm for you.
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Financial Planning - Investment Directory
http://www.directoryinvestment.com/Financial-Planning.html
Financial Planning Websites - Financial Advisors and Investment Directory. 8226; Australia Financial Planning. 8226; Certified Financial Planners. 8226; Debt Consolidation. 8226; Estate Planning. 8226; News and Media. Provides financial planning services, insurance and educational seminars. Http:/ www.achinvest.com/. Adirondack Asset Management, LLC. Providing fee-only financial planning services and investment advice to individuals and families. Http:/ www.adkasset.com/. AG Financial Services Group.
Program Advertisers | Lake Placid Sinfonietta - The Orchestra of the Adirondacks
http://lakeplacidsinfonietta.org/program-advertisers
Past Soloists and Musicians. Thank you to the many businesses who place an Ad in our summer program booklet. Advertisers in the 2016 summer program booklet. Please support these businesses that support live music in your community! Able Abe Diversified Services. Adirondack Asset Management LLC. Adirondack Audit Co., Inc. Adirondack Internal Medicine and Pediatrics, PC. Adirondack Store and Gallery. Barbara S. Dwyer, CPA. Champlain Valley Vascular Surgery. Cornerstone Rustic and Craft Gallery.
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Financial Planning and Investments, Estate Planning, Retirement
We work best with people who fit our Ideal Client Profile. These clients are in the position to benefit most from our work and are those who value service, advice and a professional relationship. Investment assets of at least $500,000 and net worth of at least $800,000. Not a Do-It-Yourselfer; sees value in delegating investment and personal financial research and planning to a professional. Total household income of at least $50,000. Is serious about personal financial success. Lake Placid, NY 12946.
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