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Siebert & Briggs Wealth Management Advisors, LLC.

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1

Our Services : Siebert & Briggs Wealth Management Advisors, LLC.

http://www.smartwealthplanner.com/Our-Services.4.htm

Fee and Privacy Education. Why work with us? Why work with Siebert & Briggs Wealth Management Advisors, LLC? Strict confidentiality and compliance standards. Customized model portfolio management - IMS. Retirement planning accounts using IRAs, Roth IRAs and 401(k) Rollovers. Small business retirement plans: SEP IRAs and Simple IRAs. Individual and Trust Accounts. Education: including College funding 529 plans. Estate & Life Insurance planning. Fixed & variable rate insurance annuity strategies. Annuities...

2

Dollars and Sense : Siebert & Briggs Wealth Management Advisors, LLC.

http://www.smartwealthplanner.com/Dollars-and-Sense.7.htm

Fee and Privacy Education. Bad Money Habits to break:. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior. 1 Lending money to family and friends. 2 Spending more than you make. 3 Saving little or nothing. 4 Living without a budget. 6 Not using cash often enough. No one can deny that the world runs on credi...

3

Siebert & Briggs Wealth Management Advisors, LLC.

http://www.smartwealthplanner.com/index.cfm

Fee and Privacy Education. Work with us: we provide investment and insurance related services. Your financial security and cost of living expenses are important to your peace of mind. That's why finding a wealth management team you can trust is crucial. Our firm is known for its uncompromising integrity. Cody Siebert has been providing families and individuals with important financial and tax planning services in the financial industry since 1986. We look forward to working with you. Independent. Kno...

4

Resources : Siebert & Briggs Wealth Management Advisors, LLC.

http://www.smartwealthplanner.com/resources.cfm

Fee and Privacy Education. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Benefits of A-B Trusts. History of the Federal Estate Tax. Growth Stocks vs. Value Stocks. Mutual Funds vs. Stocks. Fixed vs. Variable Annuities. Stock and Bond Alternatives. Money Purchase Pension Plans. How Much Do I Need to Save? A New Chapter for Retirement. Your Business and Retirement. Future of Social Security.

5

What We Do : Siebert & Briggs Wealth Management Advisors, LLC.

http://www.smartwealthplanner.com/What-We-Do.3.htm

Fee and Privacy Education. We look out for your best interest. With experience in the financial services industry since 1986, Cody Siebert will help you evaluate what your living expenses really are so you can effectively determine how much you need to have placed into savings and investments. She will help you make tax-advantaged investments designed to protect and build your wealth over time. It's important to remember that one day you may not be able to work; you need to know you have the correct amou...

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Siebert & Briggs Wealth Management Advisors, LLC.

Fee and Privacy Education. Work with us: we provide investment and insurance related services. Your financial security and cost of living expenses are important to your peace of mind. That's why finding a wealth management team you can trust is crucial. Our firm is known for its uncompromising integrity. Cody Siebert has been providing families and individuals with important financial and tax planning services in the financial industry since 1986. We look forward to working with you. Independent. Kno...

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