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At Amper Financial Services, the Corporate Benefits and Wealth Management arm of Amper Politziner & Mattia, we take the time to help our clients see beyond their immediate financial concerns to achieve a greater vision. A vision of how you can use your wealth to bring more fulfillment and security to your life, your family or your company. We offer a planning opportunity that integrates tax planning and financial planning, two things that when coordinated can benefit individuals trying to achieve planned financial goals.
Amper Financial Services is currently offering three programs that execute your wealth and estate planning needs. The FacilitatorTM, AdvocacyTM and Elite AdvocacyTM programs have been designed to address the specific financial issues described below. Part of both Advocacy programs is the Living Balance Sheet, a Web-based portal that allows you to organize and track all of your financial documents, including wills, insurance policies, tax returns and more. In addition, the Living Balance Sheet lets you manage your assets and monitor your cash flow on a daily basis, and illustrates your financial picture on your own personal website.
Whether you’re an individual concerned about your personal finances or an owner of a corporation looking to enhance your benefits, we can help you make educated decisions to better your future.
The Elite Advocacy ProgramTM
Client Goals
The Elite Advocacy client recognizes that they will have continually changing planning needs and require sophisticated estate, tax, and/or stock option planning.
Similar toThe Advocacy ProgramTM, The Elite Advocacy client believes in established goals and a strategic plan but also knows that a truly coordinated effort among various experts is required to maintain an optimal and efficient wealth plan. These clients do not have the time, desire, and/or knowledge to complete and monitor the plan through the ever-changing financial environment. Therefore, the Elite client wishes to ensure that the planning process is always moving forward and it is being modified when the needs arise.
Client Preferences
The Elite Advocacy client sees the value in a comprehensive financial plan, and will follow The Elite Advocacy ProcessTM experience in full.
The Advocacy ProgramTM
Client Goals
The Advocacy client has a compelling desire to better understand and organize their financial life so that it can be coordinated and planned in a thoughtful manner. The Advocacy Planner believes in established goals and a well-thought-out, maintained strategic plan to reach those goals. Advocacy clients want to delegate financial analysis and decision making to their financial planner to remove the burden of ongoing management and work, providing additional time to concentrate on personal life and family.
Client Preferences
The Advocacy client sees the value in a comprehensive financial plan, and will follow The Advocacy ProcessTM experience in full.
The Facilitator ProgramTM
Client Goals
The Facilitator client wishes to address specific financial issues, such as:
- Retirement Planing/401K Rollovers
- Establishing IRAs/Roth IRAs
- Life Insurance planning
- Long Term care insurance needs
- Disability insurance needs
- Saving/Investment for children/college
Facilitator clients have identified a specific need or product and want guidance on the most appropriate solutions for their situation and goals.
Client Preferences
The Facilitator client is a client who has limited needs and/or needs solutions to a single issue. The client’s initial review will follow the necessary steps to make a prudent financial decision. However, we would not engage in a secondary qualitative discussion except to the extent dictated by the project.
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