Our Process

• Wealth Accumulation
• Wealth Preservation
• Income Distribution
• Wealth Transfer

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The Senior Planning Network Process

The key to reaching the financial security we all desire is having an effective wealth accumulation strategy in place. This plan must be tailored around your unique financial goals, and it must be consistent with your timeframe and risk tolerance without jeopardizing your current way of life.

To create a sound wealth accumulation strategy, we must take into account your entire financial picture, and perform a number of key steps including:

Analyzing your current assets and liabilities
Determining the proper allocation of your assets
Targeting specific investments and balancing risks and rewards according to your
wishes
Developing tax-saving strategies to keep more of your money in your hands
Creating strategies for necessary access to your money as needed

In performing our in-depth analysis of your current financial profile, we will address a number of important questions such as:


Are your assets diversified enough to withstand market changes and volatility?
How you reduced interest rate risk in every way possible?
Are you taking full advantage of compounding?
How do you current investments compare to others available to you?
Is your current level of risk appropriate for your circumstances and objectives?

We will then use the wide array of financial solutions available to us to create a wealth accumulation strategy to meet your unique goals and objectives.

* Guarantees are based upon the claims-paying ability of the issuing company.
**A Shopper’s Guide to Long-Term Care Insurance, National Association of Insurance Commissioners, 2006

Annuities carry fees and charges and withdrawals are subject to taxation, including a 10% tax penalty for withdrawals prior to age 59 1/2.

Your individually-tailored plan is built to encompass all 4 essential phases of financial planning:

 

Investing involves risks, including the risk for principal loss. Diversification and asset allocation do not assure a profit or guarantee against loss. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing.

Michael Jankowski is a registered representative of LaSalle St. Securities, LLC, a registered broker/dealer, and an investment advisor representative of LaSalle St. Investment Advisors, LLC. LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC. Senior Planning Network is not affiliated with LaSalle St. Securities, LLC. Securities offered through LaSalle St. Securities, LLC 940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC.