The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference.

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Presentation transcript:

The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference and stand the test of time. Pension Administration 5500 Preparation ADP Testing Accounting Individual Tax & Business Tax Returns Corporate Property & Casualty Banking Services Mortgages - Original & Refinance Institutional Services Large & Small Group Benefits Legal - Wills & Trusts BUSINESS PLANNING & EXECUTIVE BENEFITS EMPLOYEE BENEFITS FINANCIAL PLANNING ESTATE PLANNING RETIREMENT PLANNING INVESTMENTS INSURANCE Strategic Alliances Services and Strategic Alliances Medical, Dental, Vision Term Life & AD&D Long/Short Term Disability Income Supplemental/Voluntary Products 401(k) - Profit Sharing Plans Defined Benefit Plans/§412(I) SEP Plans Simple Plans 403(b)/457 Plans Non-Qualified Discriminatory Retirement Plans Business Valuation/Succession Buy/Sell Funding Key Person Insurance Deferred Compensation Salary Continuation Plans Full Service Brokerage Certificate of Deposit (FDIC) Variable Life Insurance Variable Annuities Unit Investment Trusts Advisory Services/ wrap accounts Comprehensive Planning Fee Based Services Non-Fee Based Services Customized Portfolio Management Financial Education Workshops Planning for Families with Special Needs Estate Analysis Tax Reduction Strategies Gifting Strategies Planned Giving through Charities Planning for Families with Special Needs Survivor Planning & Services Retirement Income Strategies Lump Sum Distributions Stretch IRA’s IRA’s/Roth IRA’s 403(b)/TSA’s Life Insurance Institutionally Priced Life Insurance Long Term Care Disability Income Protection Impaired Risk Underwriting Mortgage Insurance Premium Financing Life Settlements

Utilization of the Pinwheel “Our Process” Introduction Meeting Discovery What’s important to you Concerns Goals Gather documents Design Single topic or comprehensive Cash Flow Budgeting Accumulation Education Purchase a home Retirement Investments Matching investments with goals Asset allocation Business Planning Executive benefits Employee benefits Business continuation Business succession Income Tax Eliminate Reduce or defer Estate Planning & Wealth Preservation Distribution Death taxes Presentation Recommendations Implementation No procrastination Monitor and Review Key to ongoing success Risk Management Protecting your assets Securities produces and services, investment advice and financial planning are offered through registered representatives and investment advisory representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, PAS is a registered broker-dealer and investment adviser and is an indirect, wholly-owned subsidiary of the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a member of the NASD and SIPC. Neither PAS nor its registered representatives and investment advisory representatives offer legal or tax advice. O’Malley & Associates is not an affiliate or subsidiary of PAS or Guardian. Guardian, PAS and its representatives do not offer legal or tax advice or services. PAS is a member FINRA, SIPC.”