Wealth Accumulation

 

	Investment Portfolio Building
Retirement Planning Strategies		College Savings Strategies
	Asset Management Strategies

Our philosophy for wealth accumulation is based on a complete, integrated process that helps empower our clients to make confident financial decisions for their future. Through this comprehensive process, clients work with us to articulate their short- and long-term investment objectives based on their facts and personal wishes. As a result, our clients are prepared to make informed market decisions with regard to their Investment Portfolio, their Retirement Savings, College Savings Funds for their children or their overall Asset Management Strategy.


Investment Portfolio Building
Through asset allocation, we can help you develop a portfolio building strategy for your investments that balances potential risk and return. We take into account your risk tolerance, liquidity needs, as well as your short- and long-term goals. Through the broker/dealer, Signator Investors, Inc., a full service broker/dealer and Registered Investment Advisor, we offer an extensive portfolio of investment and advisory services and products, including: General Securities, Mutual Funds, Limited Partnerships, Comprehensive Financial and Estate Planning, and Mutual Fund Wrap Programs.


Retirement Planning Strategies
As part of the retirement income planning process, our advisors and representatives can help you evaluate your existing retirement savings plans, such as: Pensions, 401(k)s, IRAs and Annuities. We then help you identify opportunities to supplement these plans or diversify your portfolio through balanced investment strategies.


College Savings Strategies
Our advisors and representatives can help you choose amongst the various savings and investment vehicles, as well as appropriate plans available, for helping you build an educational savings fund for your children or grandchildren.


Asset Management Strategies
Each of our clients' investment assets play an important role in their overall financial picture. Our team works to coordinate these assets within their overall investment portfolio so there is a complete view in their wealth accumulation strategy.


Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, John Hancock, Signator Investors, Inc., nor any of its affiliated companies provide specific tax or legal advice.

Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.