Paltzer Wealth Management

Informations générales

Areas of expertise include:

Investment Advisory Specialties
- Asset Allocation Strategy
- Investment Manager Selection
- Tax-Advantaged Strategies
- Concentrated Stock Solutions

Financial Planning Specialties
- Personal Retirement Planning
- Business Retirement Plan Selection
- Education and Generational Planning
- Gift & Estate Planning

Asset Protection Specialties
- Term and Permanent Life Insurance
- Disability Insurance
- Long-term Care Insurance
- Key Person & Buy/Sell Agreement Insurance

Investments products and services available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Oregon (OR), Washington (WA)
Fee-based advisory services are available only to residents of : California (CA), Florida (FL), Oregon (OR)
Also licensed to sell insurance products in the state of Oregon (OR)
For a list of states in which I am registered to do business, please visit: http://jakepaltzer.com/new/jakepaltzer/splash1.htm.

Please note that third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section.