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Liaison Financial Solutions, Inc.

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Liaison Financial Solutions, Inc.

Profile:

Services

We provide assistance in the following areas:

FRS

Pension and Investment Plan Options
Your Contribution, Employer Contribution, Vesting, Full Retirement Age
Lump Sum Distribution
DROP Exit Strategies
Stages of Retirement

Retirement Savings and Distribution strategies
Estate Conservation Issues
Risk Management analysis
Investments

Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Variable Annuity
Financial Planning

Retirement Plans
401(k) Planning
403(b) Planning
457 Planning
Estate Plans
Insurance

Life Insurance

Overview:

Today’s economic environment presents many challenges, having someone on your side to help identify and overcome these challenges will assure you a better end result.

Whether you’re facing retirement, or looking to better understand certain savings ideas, we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and create a road-map to help you meet them. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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