Mar 07

Raymond James Financial Services Video | Financial Services in Newport

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newportnews.wtkr.com As a Certified Financial Planner, Richard Holden understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. With more than 15 years of experience in the financial services industry, Rich advises clients on a broad range of investment strategies based on their goals and risk tolerance, in order to build a comprehensive, individualized financial plan that meets the needs of each investor. As the branch manager of the Raymond James Financial Services office in Newport News, Virginia, Rich specializes in retirement planning. His services include, but are not limited to: stocks, bonds, mutual funds, individual retirement accounts (IRAs), 401(k) investments, insurance, educational savings accounts and Section 529 college savings plans. Rich is licensed by the Financial Industry Regulatory Authority (FINRA), as a result of his broad client base, holds securities and insurance licenses in many states. Rich believes that it is important for everyone to build a “nest egg”. Regardless of your income level, it is his goal to help you achieve a more secure financial future for yourself and your family. 12521882 Financial, Wealth, Investing, Tax, Planning, Retirements, Bonds, Stocks, Mortgage, Newport News, Virginia

 


 
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Jan 28

Investing Information : How to Invest in Stocks With Little Money

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To invest in stocks with only a little money, consider participating in an employer’s retirement plan, as the investments are put towards the investor’s future. Consider a 401k or an IRA to accrue interest withinvesting advice from a certified financial planner in this free video on personal finance. Expert: Melissa Hammel Contact: www.hammelfinancial.com Bio: Melissa Hammel, a certified financial planner (CFP) and nationally certified counselor (NCC), serves as the managing memberer and principal financial planner at Hammel Financial Advisory Group, LLC. Filmmaker: Dimitri LaBarge
Video Rating: 3 / 5

 


 
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Jan 15

Tom Santoro’s Personal Intro – Crane Real Estate – Orange County

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Hi I’m Tom Santoro. I have been a real estate consultant in Orange County, CA for over 30 years and a Certified Financial Planner for over 25 years. I have assisted clients in the purchase and sale of over 700 homes and apartment buildings during that time by using all the extensive resources at my disposal. Each transaction has taught me one or more lessons that I have been able to use to assist my new clients. I also specialize in assisting clients with their 1031 exchanges which defer and sometimes eliminate capital gains taxes on their investment property. I also advise clients how to reduce or eliminate capital gains taxes on sale of their principal residences. Many of my clients take advantage of today’s incredible real estate opportunities by investing in real estate in their IRA’s and 401k’s. As a Certified Financial Planner ™, I guide them through this very specialized investment opportunity. While completing my bachelor’s degree in finance and real estate at California State University, Fullerton in 1980, I began working with Professor Donald B. Crane, the founder of our firm. His model of unsurpassed knowledge of real estate and finance, high ethical standards and commitment to his clients has kept me here ever since. If I may be of any assistance to you with your real estate needs, don’t hesitate to contact me. You may post your questions or contact me at (714) 871-8100 or at tom@cranerealestate.com

 


 
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Nov 09

Real Estate IRA. Introduction by Thomas C. Santoro, Crane Real Estate Orange County

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Hi I’m Tom Santoro. I have been a real estate consultant in Orange County, California for over 30 years and a Certified Financial Planner for over 25. Today I would like to take this opportunity to inform those of you with substantial assets in your IRA or 401k that you can invest in individual real estate inside your plan. This option has been allowed by the IRS since the 1970′s but many retirement plan holders and advisors are unaware of it. This technique allows people to take advantage of today’s incredible Real Estate values. I have personally assisted many of my own clients in using this great investment vehicle. You should consider this type of investment if you: – are familiar or wish to become familiar with Real Estate investing – are uncertain about investing in the stock and bond markets – are fed up with the current low CD rates that do not keep up with inflation and have no potential for appreciation Or -are not interested in losing control with risky group investments Your IRA or 401k can even invest with you or someone you know as a co-investor. Although a number of required steps must be followed, this can be accomplished with the help of an experienced advisor. Your bank or stock brokerage IRA will not allow you to invest in Real Estate because it is not an investment they are familiar with. You will need to place your retirement funds with a custodian capable of allowing you to self direct your funds into a real estate investment. Fortunately there are a …
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Oct 03

Many simple ways to give to charity upon death through estate planning, 401k, IRAs and more

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Guests discuss cost effective ways to establish charitable gifts to be executed upon death, including transfer on death forms for 401k plans and IRAs. Other topics include tips for the estate planning process and all the options available to make a charitable bequest, including through specific assets such as retirement plans, life insurance policies, real and personal property and savings and brokerage accounts. Also discussed are recent changes to the Pension Protection Act and its effect on charitable giving. Guests in part two of this episode of Access Ann Arbor include Joe Ellen Rahaim (Co-Chair of Leave a Legacy Southeast Michigan and President/CEO of the Ann Arbor Area Community Foundation), Douglas Gross Certified Financial Planner for Raymond James Financial Services) and Cheryl Elliott (Co-Chair, Leave a Legacy Southeast Michigan).LEAVE A LEGACY® Southeast Michigan is a nine-county-wide campaign encouraging people to name non-profit organizations in their wills. The campaign, which is driven by the efforts of volunteers from non-profit groups, and financial, estate planning and law firms, is sponsored by the Planned Giving Roundtable of Southeast Michigan — a group of professionals in legal, financial, and allied fields as well as fundraising professionals whose focus is planned giving. The campaign resulted from a growing concern for non-profit organizations, who because of increasingly less government funding, are fighting to exist. And the problem worsens …

 


 
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