generations of trust...decades of knowledge...since 1979
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Preferred Financial Strategies, Inc. |
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Estimate the potential cost of waiting to purchase a long-term care insurance policy. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. How Long Will Your Funds Last? 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. |
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| Dow Jones Industrials | 10,465.94 | - 1.22 |
| Nasdaq Composite | 2,254.70 | + 3.01 |
| S&P 500 | 1,101.60 | + 0.07 |
| Russell 2000 | 650.89 | + 0.46 |
| 10 Year Treasury Note | 3 | + 0.01 |
| Wilshire 5000 | 11,492.94 | + 7.78 |
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Securities and investment advisory services offered through FSC Securities Corporation. A registered broker/dealer. Member FINRA and SIPC. SEC registered investment advisor. Preferred Financial Strategies is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.
Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
5 Star Wealth Manager Criteria
Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf