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Winter 2007
Paul Vecchione
Director of Advocacy Services
Amper Financial is introducing
three new financial planning
programs. Working in
partnership with your Amper tax
professionals, the Amper Financial Services
team has developed these programs that
take a proactive approach toward tax
savings, and assisting our clients with their
financial planning needs.
Each of the programs - Facilitator,
Advocacy and Elite Advocacy - has been
designed to address specific financial
issues. Part of both Advocacy programs is
the Living Balance Sheet, a Web-based
portal that allows you to organize and track
all of your financial documents, including
wills, insurance policies, tax returns and
more. In addition, the Living Balance Sheet
allows you to manage your assets and
monitor your cash flow on a daily basis,
and illustrates your financial picture on
your own personal website.
The new programs offered through Amper Financial really take a proactive and strategic approach to our clients financial wellness, says Paul Vecchione"
The programs have been structured in such
a way as to properly service the needs of
the client for example:
The Facilitator client has identified a
specific need or product and wants
guidance on the most appropriate solutions
for their situation and goals. They may
need assistance in one or more of these
matters: retirement planning, 401(k)
rollovers, establishing an IRA, life
insurance planning, disability insurance
needs or saving for a child's education to
name a few. The need is a specific one and
their primary objective.
The Advocacy client believes in established
goals and a well thought out and
maintained strategic plan to reach those
goals. Advocacy clients want to delegate financial analysis and decision making to
their financial planner to remove the burden
of ongoing worry and work, providing
additional time to concentrate on personal
life and family. Their goals are more
complex and require a strategic planning
approach.
The Elite Advocacy client recognizes that
they will have continually changing
planning needs and will need a coordinated
financial, estate and tax plan. The Elite
Advocacy client believes in established
goals and a strategic plan but also knows
that a truly coordinated effort among
various experts is required to maintain an
efficient wealth plan.
"The new programs offered through Amper
Financial really take a proactive and
strategic approach to our clients financial
wellness," says Paul Vecchione, Amper
Financial's Director of Advocacy Services,
"the living balance sheet lets clients facing
extremely busy lives have access to their
important documents such as their
mortgage, will, insurance policies, as well
as the ability to see their earnings."
To learn more about these services please
contact your Tax Professional or Amper
Financial at 908.429.0025.
Securities offered through Securities America, Inc.
Member NASD/SIPC and Advisory services
offered through Securities America Advisors, Inc.,
Marc L Scudillo representative. Amper, Politziner & Mattia, LLP, Amper Financial Services, LLC,
and Securities America are not affiliated.
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