At Asset Money Management, Inc., we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
Asset Money Management, Inc. expands our services by offering professional money management through our strategic investment partnership with third party money managers. Our firm selects third party money managers that offer investment knowledge and corporate strength.
We currently work with our broker/dealer, PlanMember Securities Corporation, a registered Broker/Dealer and Investment Advisor to offer our clients a wide range of investment managers and annuity programs to meet specific needs and unique circumstances.
At Asset Money Management, we offer you the following services and products:
- Retirement Income Strategies
- Wealth Accumulation
- Asset Protection
- Life Insurance
- Tax Minimization Strategies
- Long-Term Care
- IRA & 401(k) Rollovers
In addition, we can refer you to professionals who provide the following services: