OSJ Location: 1776 1 St NW Ste 700, Washington, DC 20006 Phone: (202) 930-6000
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A realistic financial plan that will allow you to follow.
Assess your current financial and investment background and discuss your goals.
The beginning of a successful financial plan starts with establishing a relationship between the advisors and you, the client.
Use the financial plan developed to achieve your goals.
Reevaluate periodically to make sure we are achieving your goals.
The Guardian Asset Management Group at Steward Partners offers a variety of annuity solutions that best fit your needs including:
Variable annuities are a tax-deferred investment vehicle designed for retirement income and typically are accompanied by a guaranteed lifetime income rider provided by the issuing insurance company. Returns they deliver are based on the performance of the underlying securities, and usually offer a wide array of securities that the annuity holder can choose from.
Fixed annuities are designed as savings vehicles, similar to a CD, and are built for safety of principal and a consistent, guaranteed return. They offer a guaranteed minimum interest rate and tax-deferred accumulation.
Adding an income annuity to your portfolio may be a way to create not a lifetime payment stream, but also potentially produce more assets for growth and liquidity.
One of the most rewarding aspects of substantial wealth is being able to share it with others. Your Steward Partner’s wealth manager, working with your legal and tax professionals, can help develop a plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy.
Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to an extensive set of product and service solutions. The Guardian Asset Management Group at Steward Partners Global Advisory can provide direction in implementing not only traditional investment solutions but also more sophisticated investment alternatives – both now and as your life and objectives change over time.
Whether you are early in your career, actively contemplating retirement or already retired, we can help ensure you have the resources you need for the retirement lifestyle you want.
The Guardian Asset Management team at Steward Partners offers a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement. In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.
A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. The Guardian Asset Management Group at Steward Partners Global Advisory provides a range of consulting services to help you develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.
Company-sponsored retirement plans
529 Savings Plans
529 Prepaid Plans
UGMA/UTMA Custodial Accounts
Coverdell Education Savings Accounts
With all the demands and decisions parents face, one important aspect of planning for a child’s future is often unintentionally overlooked – college. However, with tuition rates rising, it should be at the top of every parent’s planning list – no matter the child’s age.
What’s more, saving for a child’s education doesn’t necessarily have to rest entirely with parents. With the flexibility and convenience of today’s savings plans, many alternatives make good sense for grandparents, aunts and uncles, other family members and friends.
You have big dreams for the aspiring academics in your life. Don’t let a lack of planning sidetrack those aspirations. A Steward Partner’s wealth manager has the expertise and resources to help you explore your savings plan options as well as other funding strategies.