Strategic Alliance Investment AdvisorsDaniel L. Rust President
My Services
Financial Planning
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. The planning process begins with in-depth information gathering with a focus on:
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Identifying important relationships (Dependents, Beneficiaries, Trusted Contacts, etc.)
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Expectations and Concerns focusing on Retirement.
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Retirement Lifestyle Goals
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Resources you have to reach your goals, including investments, extra savings and risk tolerance.
Once established, a Financial Goal Plan can be put in place which allows a client centric “play zone” to customize their needs, wants and wish list for retirement and beyond. Budgeting concerns and risk and lifestyle concerns and can be addressed for a full planning experience.
Investment Management
As your investment manager, I offer skilled risk profiling, asset allocation and investment selection and can be done though both brokerage (and/or investing directly) and investment advisory services.
Brokerage services and investing directly via a mutual fund or 529 company can be made based on discussions as what what is suitable for you. Since these types of investments have minimums as low as $50, they may be more suitable for the investor just starting out.
Investment advisory services generally have a $25,000 minimum account requirement and involve a level of portfolio management services. As a fiduciary, recommendations are derived from interviews with you and/or your financial goal plan to help insure recommendations are made in your best interest and portfolios are monitored and reviewed.
Assistance can be provided in the following areas:
Retirement Plans:
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401(k) Plans
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403(b) Plans
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457 Plans
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IRA
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Roth IRA
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SEP IRA
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SIMPLE IRA
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Profit Sharing and Cash Balance Plans
Investments:
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Mutual Funds
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ETFs
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Stocks and Bonds
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Alternative Investmens
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Private Placements
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Variable Annuities
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Fixed Indexed Annuities
Insurance:
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Term Life
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Universal Life
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Whole Life
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Variable Universal Life
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Long Term Care Insurance