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Investment

Looking to Improve Your Financial Future?

When it comes to investment and retirement portfolios, many of us have an alphabet soup of financial instruments floating among different employer, brokerage and bank accounts, and often managed by multiple advisors. Consolidating those 401Ks, mutual funds, IRAs, CDs and savings accounts onto one platform can help you spell out a clearer financial future. Why? It’s as simple as A, B, C.

A. Simplify Your Life: Life is crazy enough without trying to keep up with a smorgasbord of financial accounts and their related paperwork, annual statements and online passwords, not to mention the headache of navigating several financial websites to get the information you need. One consolidated platform, under a trusted advisor, allows you to simply your financial life and the clutter that comes with it. Your life may also be made easier at tax time, because one account may make tax reporting more straightforward.¹

B. Develop a More Comprehensive Portfolio: Smart investors develop their portfolio based on their risk tolerance and retirement time horizon. Most experts suggest you rebalance your portfolio at least once a year as part of an annual portfolio review.2 Unless you’re a math wizard, it’s much harder to rebalance your portfolio percentages accurately when your holdings are scattered across various accounts and investment vehicles. A single view of your overall financial picture makes rebalancing much easier and can help you get a better handle on your long-term investment strategy. Consolidating your accounts also allows you to avoid asset duplication, unnecessary risk exposure, and improves overall portfolio efficiency.3 Simply stated, a single, consolidate platform and view of your holdings allows you and your advisor to efficiently determine your overall portfolio position and asset allocation strategy to help you better save and plan for the future.

C. Gain Flexibility: With a well-respected financial services provider, you often have greater flexibility and choices in the types of financial instruments available. You can truly diversify your portfolio to suit your needs, instead of being constrained by the limited options provided by your current employer, brokerage house or savings institution.

Once you’re ready to consolidate, consult with a financial professional to safely put all your eggs in one basket. Be aware that selling or transferring certain financial instruments early could trigger tax implications. Your financial advisor will walk you through what’s best for you.

Sources:

  1. http://online.wsj.com/ad/article/risk-consolidation
  2. http://www.finra.org/investors/rebalancing-your-portfolio
  3. http://www.forbes.com/sites/greatspeculations/2015/04/23/two-rules-of-asset-allocation-to-follow-at-any-age/

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Park Avenue Securities LLC (PAS) is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian). PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment adviser offering financial planning and investment advisory services.

PAS is a member of FINRA and SIPC.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2021 FMG Suite.

Asghar Kazim

California Insurance License # 0C53306  AR Insurance License #703269

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017-

6603, 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. This firm is not an affiliate or subsidiary of PAS.

United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian.

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2019-84184  Exp. 8/31/2021

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United Wealth Group LLC
Office: (732) 355-1050
Fax: (732) 355-1051

Princeton Executive Center
4301 Route 1 South; Suite 220
Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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