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      ...
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 hik...
The 99%...            Need Financial Planning            Need Investment Managementwww.skloff.com
Financial Planning    Budgeting               Education Savings PlanningRetirement Planning              Estate Planning  ...
Wealth ManagementWealth Accumulation        Wealth PreservationWealth Distribution              Income              www.sk...
Skloff Financial Group Provides Financial Planning And           Wealth Management To The 99% Skloff Financial Group is re...
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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%

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

  1. 1. Financial Planning AndWealth Management For The 99% www.skloff.com
  2. 2. 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
  3. 3. The Top 1%...www.skloff.com
  4. 4. 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
  5. 5. The 99%... Need Financial Planning Need Investment Managementwww.skloff.com
  6. 6. Financial Planning Budgeting Education Savings PlanningRetirement Planning Estate Planning www.skloff.com
  7. 7. Wealth ManagementWealth Accumulation Wealth PreservationWealth Distribution Income www.skloff.com
  8. 8. 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

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