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McAdam offers a "Financially Advanced" advisory model that focuses on a client's profession in addition to their personal and financial lives. They believe a person's profession is the greatest influence on their finances. Their model integrates financial, personal, and professional planning. It provides tailored advice, resources, and reporting to help clients make informed decisions at each career stage. McAdam has a large network of advisors across multiple offices to deliver integrated services for each life stage.
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This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through their individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through ongoing service and attention.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
IFP Brochure LPL_8-2016
This document describes the services provided by Integrated Financial Partners (IFP). IFP offers personalized financial planning and advisory services through experienced advisors. They provide access to hundreds of investment options and state-of-the-art technology. IFP advisors have years of experience helping clients achieve financial goals like accumulating wealth, planning for retirement, and managing businesses. They take a holistic approach by coordinating with tax and legal advisors. IFP aims to build long-term relationships with clients through individualized attention and objective advice.
Wealth Management
David Fernquist of LPL Financial provides wealth management services including comprehensive planning, investment management, reporting and monitoring. The document outlines LPL Financial's focus on understanding each client's unique situation and goals. It describes the various planning, advisory, investment research and portfolio construction services offered to help clients achieve their objectives and transfer wealth effectively.
Wealth Management Brochure
This document provides an overview of the holistic wealth management and financial planning services offered by Financial Synergies. They take a comprehensive approach to serving clients' financial needs, including growing and protecting investments, planning for retirement, reducing taxes, and designing company retirement plans. Their process involves discovery meetings, financial planning, developing an investment strategy, and ongoing review meetings. They provide unlimited support through emails, calls, and online resources. Financial Synergies acts as a fiduciary and aims to simplify clients' financial lives through coordinated wealth management.
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Wealth Management Capabilities Presentation Custom
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McAdam_Brochure
- 1. FINANCIALLY ADVANCED™ A better way to meet your financial goals McAdamFinancially Advanced™
- 2. Being financially advanced requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future. That’s why we’ve designed it as the core foundation of our proven Advanced Advisory ModelTM . With one of the largest financial networks in the country that includes hundreds of advisors across six offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially AdvancedTM . Improved clarity and control of your financial future Profession-driven, tailored advisory approach Integrated services tailored for each life stage Advanced financial research and information Advanced technology and consolidated asset reporting platform Online client portal for 24/7 information and insights Advanced planning tools and resources Expanded network access to individualized services What Financially Advanced™ Means to You Financially Advanced™ A better way to meet your financial goals
- 3. FINANCIAL PERSONAL PROFESSIONAL Advanced Advisory Model™ Career Landscape o Anticipated financial trajectories o Industry growth trends o Compensation models o Equity opportunities Benefits Landscape o 401(k) strategies o Health plan considerations o Comprehensive insurance planning o Deferred compensation strategies o Stock options strategies Products o Advanced investment strategies o Reporting and analysis tools o Client access to aggregated online accounts o Financial calculators Lifestyle o Fixed spending analysis o Discretionary spending analysis o Risk tolerance profile o Life stage planning Family o Life insurance strategies o Income protection planning o College planning o Family trust planning o Comprehensive estate planning Retirement o Retirement goal analysis o Retirement lifestyle planning o Specialized income portfolio planning o Succession planning strategies Special Needs o Short-term goals o Unique health concerns o Family hardships Knowledge o Investment advisors with industry certifications o Decades of combined experience o Global research and insights o Broad client scenario expertise Trends o Short-term trend strategies o Alternative financial products and services o Long-term hedge strategies Opportunities o Emerging markets o Unique valuations o Industry/sector risk analysis Risk Landscape o High-risk promotions o Travel o Cash reserve layering Investment Landscape o Access to capital o Entrepreneurial ventures o Strategic partner deals o Participation in capital markets McAdam The Advanced Advisory Model™ McAdam’s Advanced Advisory Model™ is an intelligent advisory model that integrates all three areas of financial planning: the financial, the personal — and the professional. Each profession has its own unique patterns of career and financial inflection points. With our advanced knowledge and deep experience with professions and their challenges and opportunities, we help you make the most informed decisions at each step and provide you with a whole new level of clarity and control.
- 4. McAdamFinancially Advanced™ Financial Planning • 401(k) Strategies • Retirement Planning • Tax and Insurance Strategies • Employer Benefits Optimization • Education Planning • Estate Planning Wealth Management • Investment Advisory Services • Tax-Sensitive Investment Management • Investment Income Strategies • Alternative Investment Strategies • Specialized Separately Managed Account Access Advanced Tax and Insurance Strategies • Advanced Tax Strategies • Actuarial Plan Design • Advanced Insurance Architecture • Advanced Estate Strategies Business Owner Services • Business Continuity Planning • Owner and Executive Compensation Plans • Qualified Retirement Plans • Key Employee Retention Plans • Business Succession Planning Products and Services As an independent advisory firm associated with Charles Schwab and Pursche Kaplan Sterling (PKS), our clients have access to a wide-range of services, products and strategies, including:
- 5. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies. www.mcadamfa.com