Financial Planning And Wealth Management For The 99% - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group
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Financial Planning And Wealth Management For The 99% - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Financial Planning And Wealth Management For The 99%

Financial Planning And Wealth Management For The 99%

Skloff Financial Group
http://www.skloff.com/services-401k-403b-457.htm

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Financial Planning And Wealth Management For The 99% - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group Financial Planning And Wealth Management For The 99% - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group Presentation Transcript

  • Financial Planning AndWealth Management For The 99% www.skloff.com
  • The Top 1%... Own 40% of the Nation’s Wealth Earn 24% of the Nation’s Income Own 50% of the Nation’s Stocks, Bonds and Mutual Fundswww.skloff.com
  • The Top 1%...www.skloff.com
  • Large Wealth Management Firms Only Want The Top 1% “Merrill Lynch Raises the Bar for Small Brokers – Account minimums hiked to $250,000 in push to focus on wealthier clients” – Investment News, January 9, 2012 “When Merrill Lynch recently discouraged its thundering herd of brokers from taking on new clients with under $250,000 in assets available for investing, it wasn’t a big surprise.” “Brokerage firms have been making these sorts of moves for years, and Merrill is notorious for a leaked memo in the late 1990s that discouraged “charity work” for clients with less than $100,000 in assets — “poor people,” as the memo put it.” – “Financial Advice for Those With Small Nest Eggs”, The New York Times, January 14, 2012 www.skloff.com
  • The 99%... Need Financial Planning Need Investment Managementwww.skloff.com
  • Financial Planning Budgeting Education Savings PlanningRetirement Planning Estate Planning www.skloff.com
  • Wealth ManagementWealth Accumulation Wealth PreservationWealth Distribution Income www.skloff.com
  • Skloff Financial Group Provides Financial Planning And Wealth Management To The 99% Skloff Financial Group is registered as a Registered Investment Advisor (RIA). An RIA is obligated by law to accept fiduciary. An RIA must place clients’ interests first - before any other party. Each client has a dedicated licensed financial advisor. Each client is provided their financial advisor’s mobile phone number. “Every client is treated with the individual attention and respect they deserve.” - Aaron Skloff, AIF, CFA, MBA – CEO Skloff Financial Group 908.464.3060 www.skloff.com