News
Many of us have witnessed first hand the devastating impact the Madoff scandal has caused. Lives changed overnight. Distrust of investments and fear of putting money anywhere. And now many facing the potential clawback of assets. All with the backdrop of a very challenging economy.
On a positive side, many are about to receive the IRS tax refunds and hopefully, SIPC claims. What to do?
For people impacted by these events and those about to receive their claims events in general – this is a time to ask the right questions, review options and take action.
- What is the best place to safely invest my tax refunds and SIPC claims?
- Do I have enough to live on?
- How best can I manage the rest of my savings?
- What lifestyle changes to I need to make?
- How must I amend my estate planning needs?
Perhaps most of all…“Who can I trust to give me the information I need?”
We bring a personal mission: to help others so innocently ravaged by the Madoff fraud. We’ll help you determine your financial needs, we’ll objectively review your investments and make appropriate recommendations. We’ll help find you a safe place to park you assets now with our Safety-Vest conservative investment management approach, and help you put a bigger plan together. And you’ll have the peace of mind of knowing that you’re getting objective, informed advice: No sales, no commissions.
We offer you a free, absolutely confidential consultation and a reduced rate schedule.
What we can do for you right now:
- Help you find the best place to park tax refunds and SIPC claims
- Evaluate your assets, income and expenses to determine your living needs
- Objectively review your remaining investments to make sure they are most appropriate to your income and limits of risk
- Work with your accountant, attorney, and other advisors
- If you’re a candidate for clawback, assist with finding needed legal assistance
- Provide an portfolio of highly conservative investments via our Safety-Vest and other programs to meet your safety and investing goals
No Sales, No Commissions. No kidding! We are not stockbrokers or salespeople. Instead, we operate on an objective fee-basis, as an accountant would. A Certified Financial Planner with many years of experience, we are reducing fees for all new Madoff-impacted clients.
Let us see if we can help. Help you set your affairs right and make sure that your investments meet your needs for income and safety. Help restore some peace of mind.
Make the right choice. Talk to us. Perhaps we can be of help. You have nothing to lose, and it’s only the price of a phone call.
To take advantage of our free consultation, call or email us:
Ronald Stein, President
Certified Financial Planner