Services

Wealth Resources Network though based in Liverpool, New York offers services across the country. It is our desire to offer our Financial Advisory Process so you can focus on the more important things in your life.

Wealth Resources Network offers the following services:

Financial Accounts

  • 401(k) transfer, Rollover IRA
  • Brokerage accounts, managed accounts, personal wealth portfolios, model wealth portfolios, optimum model portfolios
  • Custodial accounts for kids, uniform transfer to minors.
  • Educational Savings / 529
  • IRA: Traditional / Roth beneficiary IRA stretch IRA
  • Small Business Retirement Plans Simple IRAs, 401Ks, ROTH 401k, 401K rollover.
  • SAM -Strategic Asset Management
  • OMP- Optimum Market Portfolios
  • MWP - Model Wealth Portfolios
  • PWP -Personal Wealth Portfolios

Financial Products

  • Annuities Fixed and variable, immediate annuity, single premium immediate annuity
  • CDs and Money Markets
  • Exchange-Traded Funds (ETFs) managed accounts, portfolio management, asset allocation
  • Fixed Income/Bonds
  • Life Insurance Term life insurance, whole life, universal life, Disability insurance, long term care insurance, nursing home insurance, life insurance as a retirement plan, Risk management.
  • Mutual Funds Stock funds, bond funds
  • Stocks
  • Alternative Investments REITS, Limited Partnerships

Service and Investment Help

  • Consultation: Portfolio consultation, Retirement planning, income planning, lifetime income planning, fee based financial planning, fee for advice.
  • Estate Planning , legacy planning, inheritance planning,
  • Financial Planning Team, ongoing advice and guidance, coaching and consulting. Fixed income investing, dividend investing, dollar cost averaging