5 Star Wealth Managers

Congratulations to Gil Armour, CFP and William Irwin, CLU and ChFC, on being named 5 Star Wealth Managers for 2009.  This is the 3rd consecutive year that Gil Armour has received the award.

The FIVE STAR distinction is truly an honor. The distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services.

The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. Financial professionals are not able to "buy" their way onto the list, and the distinction is not based on sales volume but on how consumers have evaluated their experience in working with that individual.

 

 


 

 

 

 

 

 




The FIVE STAR Wealth Manager award is presented to 7% of wealth managers with at least five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints.

Details of the award can be viewed at
www.fivestarprofessional.com.  These rankings and awards may not be indicative of future performance. Working with a highly-ranked adviser does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

 

 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

More Newsletters →