Armstrong & Associates provides financial planning and investment advice to individuals, families, and businesses. They specialize in retirement, estate, and investment planning for high-net-worth individuals. The firm's recommendations are based on a client’s individual financial situation and sound financial planning principles.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Investment Advice: Recommendation of an investment vehicle with regards to a client's general request.
- Portfolio Analysis: Evaluate current investment portfolio of individual and make recommendations as to its suitability in meeting the client's goals, risk tolerance and time horizon.
- Insurance Analysis: Needs based evaluation of existing or proposed insurance coverage.
- Loan Restructuring/Debt Analysis: Analyze and restructure the individual's debt situation to an affordable and manageable level.
- Employee Benefit Analysis: Analyze company benefits provided to an individual and make recommendations as to the options to implement.
- Retirement Planning: Analyze individual's current situation and make necessary recommendations to prepare the client financially for retirement.
- Estate Planning: Evaluate an individual's current estate and make recommendations to reduce estate taxes.
- Complete Financial Plan: Incorporates all services listed above into one comprehensive valuation of the individual's financial well-being.
- Divorce Case Analysis: Evaluation of financial assets (including present value of pensions) to be divided through divorce.
- Education Funding: Calculation of amounts needed to finance higher education along with recommendations on sources of funding. Discussion of areas of financial assistance.
- Financial Forecasting: Calculation of present values, future values, required rates of return, etc., in regards to investment and business opportunities.
- Pension Plan Design: Analyze business entity's current situation and recommend the kind of pension plan and investment strategy that would be most beneficial.
- Structured Settlements Valuation: Calculation of present value of a proposed structured settlement.
- Tax Advice/Estimate/Review: Review and advice concerning certain tax planning.
Hourly Rate:$150/hr
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