U.S. Wealth Management
 U.S. Wealth Management
 U.S. Wealth Management
U.S. Wealth Management
 U.S. Wealth Management
 U.S. Wealth Management
U.S. Wealth Management
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 U.S. Wealth Management
 U.S. Wealth Management
U.S. Wealth Management
Investments Insurance Asset Management Financial Planning 		U.S. Wealth Management

Financial Planning

The coordination of cash flow, taxes, retirement plans, insurance, investments, benefits and business issues can be overwhelming. A qualified and concerned financial planner or wealth manager can help you with financial decisions by viewing each decision as a part of the whole picture, considering the short and long term effects actions may have on over all financial goals.
 
A good financial planner will work to understand your entire financial life, both quantitative and qualitative. Quantitative factors including a list of assets and liabilities, insurance and benefits, income and expense information as well as future desires or needs for cash, such as vacation homes, weddings, or college must all be taken into account. Qualitative factors, such as your lifestyle goals, attitudes about estate taxes, charitable wishes or gifts to children or grandchildren are equally important, and serve as the driving forces behind your need for planning.
 
At U.S. Wealth Management, we believe that comprehensive financial planning should be a cornerstone of your financial life, but whether you are a client of one of our affiliates, or choose another independent financial planner here are some important things to consider.
 
Questions to ask your financial advisor
 
Whether you are considering a new financial advisor, or evaluating the one that you have, you should ask the following questions:
 
• What kind of experience do they have?
• What are their qualifications?
• What services do they offer?
• What is their approach to financial planning?
 

 U.S. Wealth Management
 
 U.S. Wealth Management
U.S. Wealth Management

© 2008 U.S. Wealth Management, LLC (USWM).  All rights reserved.
139 Wood Road, Braintree, MA 02184.

Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, RN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor.  Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC.
USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC.  US Wealth Management LLC and Lincoln Financial Securities are not affiliated.
In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.
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 U.S. Wealth Management
U.S. Wealth Management
 U.S. Wealth Management
 U.S. Wealth Management