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INVESTMENTS & SERVICES Successfully managing your personal financial matters can be difficult. At Nations Wealth Management & Financial Services, Inc., our team of dedicated professionals will analyze your financial situation and assist you with determining the appropriate course of action that is best for you and your financial future. Whether you are planning a child’s education expenses, your retirement, or anything in between, we can help. Our selection of business and personal investment products includes many that may have tax advantages. Investment Products:
Employer-Sponsored Retirement Plans For more information on products and services offered at Nations Wealth Management & Financial Services, Inc., please contact the office nearest you to set up an appointment with Lawrence Barbi, Senior Financial Advisor. Employer-Sponsored Retirement PlansA retirement plan is one of the most important benefits a business owner can offer employees. At Nations Wealth Management & Financial Services, Inc., we specialize in retirement plans that will help you develop a plan unique to your company’s needs. Nations Wealth Management & Financial Services, Inc. is dedicated to helping the business owner worry less about the burden of administering the company’s retirement plan in order to dedicate time and money on the business. Our full line of employee benefit services include:
Individual Retirement AccountsNations Wealth Management & Financial Services, Inc. can help you to keep your retirement savings working for you. If you are retiring or changing jobs, consider transferring your savings into a Rollover IRA where they can continue to grow tax differed. When you directly roll over your retirement distribution, no taxes will be withheld or penalties assessed to your eligible rollover distribution. Your savings and the earnings on those savings accrue tax deferred until you’re ready to withdraw them or until you take your RMD, whichever comes first. And the longer your assets compound tax deferred, the more your retirement savings may grow. Nations Wealth Management & Financial Services, Inc. can help you tailor your IRA Rollover to meet your goals. StocksNations Wealth Management & Financial Services, Inc. can help you determine which strategy is best suited to your needs and also recommend what percentage of your portfolio should be invested in fixed-income products. BondsThe bond market offers investors a lot of choices, so it’s important to have a clear picture of your investment objective before selecting appropriate investments for your portfolio. You may be seeking income generation or growth and total return. Nations Wealth Management & Financial Services, Inc. can help you determine which bond strategy is best suited to your needs and also recommend what percentage of your portfolio should be invested in fixed-income products. Mutual FundsFixed and Variable Annuities
For more information on products and services offered by Nations Wealth Management & Financial Services, Inc., please contact the office nearest you to set up an appointment with Lawrence Barbi, Senior Financial Advisor. Lawrence R. Barbi Nations Wealth Management
Chicago, Illinois (773) 467-0500
fax: (773) 467-0501 Securities are offered by UVEST Financial Services,
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U. S. registered representatives. UVEST Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. |
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