Why Choose Long Tax and Financial Group?

Finding and hiring the right advisor 

IT'S TIME TO UNDERSTAND YOUR CHOICES

Before you set out on a mission to develop a 5 Star Retirement Plan, you must first learn a thing or two about today's financial professionals.

WORKING WITH A SPECIALIST

There are a lot of similarities between doctors and financial advisors.  Working with a financial advisor who specializes in retirement and income planning is vital.  With something serious like your health, you make a point to move past a general practitioner in the event that more specialized care is needed.  You worked a lifetime and sacrificed a lot along the way to get where you are today.  Why would you treat your money, or more importantly the next 30 years of your life, any differently?

Here are some things you should take into consideration. 

SUITABILITY VS FIDUCIARY

The Suitability Standard

Brokers and insurance professionals who operate under the suitability standard offer products for sale from a range of products offered by the company or companies he/she represents. They are paid by commissions calculated as a percentage of the amount of money invested into or used to purchase the product. The suitability standard states that guidance they provide and the products they recommend are suitable to your needs, objectives and unique circumstances, based primarily upon financial objectives, current income level and age. No disclosure of possible conflicts of interest is required.

The Fiduciary Standard

An Investment Adviser Representative operating under the fiduciary standard must offer "best advice" taking into account the needs of each individual client. Advisors are generally paid a quarterly fee calculated as a percentage of the assets under management and must disclose possible conflicts of interest.

 

Commonly Asked Questions:

It is important to fully understand your current situation and work with a financial planning firm that will help make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

How much am I paying my existing advisor?

Will I run out of money?

How Do I leave a legacy?

Why Choose Long Tax and Financial Group?

How do I develop an income plan?

What should I do next?

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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