Adopting a Child Requires a Specific Financial Plan

Adopting a child is a massive decision, probably bigger than education, marriage or career. Few individuals or couples anticipate how expensive it is to have a biological child, and depending on your choice of adoption scenario you’re going to need a fina

Market Volatility Shouldn’t Rattle a Good Financial Plan

On Feb. 27 this year, the Dow Jones Industrial Average slid 416 points, the biggest drop since the market reopened after the 9/11 attacks. By early May, the market had more than made up those losses and stood at record highs.

Making Your Employer a Partner In Your Financial Planning

People who look to their employers for nothing more than a weekly paycheck and basic health care insurance are missing the boat.

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Affiliations

Cadaret, Grant & Co., Inc

Cadaret, Grant & Co., Inc., our broker/dealer, is an independent broker/dealer headquartered in Syracuse, NY. The firm was founded in 1985 and currently has more than 1,100 Registered Representatives in 320 branch offices located across the U.S. They are a member of the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC).

Pershing

Pershing provides Advisors Financial, Inc. and it's clients with multicurrency execution and clearing services. Pershing is made up of more than 3,000 highly focused, experienced people developing and supporting the interests of more than 600 financial organizations worldwide, with regional offices in Chicago, Los Angeles, San Francisco, and Charlotte, and a London subsidiary, Pershing Limited.

AssetMark

AssetMark's wealth management services are driven by a disciplined Six-Step Investment Process, which leads to the creation of an investment portfolio designed to meet your specific goals and objectives.

This process starts with the development of your Risk/Return Profile and corresponding asset allocation policy, which leads to the selection of the investment strategists and managers utilized to construct your portfolio.

To manage your investments, we call on the resources of an entire team of experts, including institutional asset allocation strategists, distinguished academics, and some of the industry's leading investment management firms. Depending upon your financial resources and objectives, portfolios can be constructed utilizing a variety of investment vehicles.

The capability delivered by AssetMark's team of experts, combined with the oversight and counsel we provide as your investment advisor, allows you to plan your future with confidence.

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