Highland Financial Group 자산관리사

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Highland Financial Group 자산관리사

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Strategies for Individuals

분류명	: 서비스
등록일	: 2016-09-28,20:01:15

회사명	: Highland Financial Group
제조사	: Highland Financial Group
브랜드	:

시장가격	: -------
판매가격	: -------

6172300715

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Clients can work toward financial independence with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.<h2 style="padding: 11px; margin: 0px 0px 0.75em; font-weight: 300; font-family: "Open Sans", Arial, sans-serif; color: white; background: none 0px 0px repeat scroll rgb(28, 40, 39); font-size: 16px; clear: both;">Products & Services*</h2><img src="http://www.hfngrp.com/include/images/productsServices-pieChart.gif" alt="Pie Chart" style="color: rgb(51, 51, 51); max-width: 100%; margin: 5px 5px 10px; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);">* Fee-based financial planning is offered by financial professionals who are Investment Advisory Representatives of AXA Advisors, LLC, an investment advisor registered with the SEC.<h2 style="padding: 11px; margin: 0px 0px 0.75em; font-weight: 300; font-family: "Open Sans", Arial, sans-serif; color: white; background: none 0px 0px repeat scroll rgb(28, 40, 39); font-size: 16px; clear: both;">Strategy Implementation</h2>Fixed-Income Investments<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Mutual Funds (income-oriented)</li><li>Unit Investment Trusts (income-oriented)</li><li>Municipal and Government Bonds</li><li>Money Markets</li><li>Certificates of Deposit</li></ul>Equity Investments<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229); padding-bottom: 0px;"><li style="padding-bottom: 0px;">Mutual Funds (growth-oriented)<ul style="list-style-position: outside; overflow: hidden; padding-top: 10px; padding-bottom: 0px;"><li>Large Cap Growth/Value Funds</li><li>Small/Mid Cap Growth/Value Funds</li><li>International Equity Funds</li><li>Asset Allocation Funds</li><li>Sector Funds<ul style="list-style-position: outside; overflow: hidden; padding-top: 10px; padding-bottom: 0px;"><li>Unit Investment Trusts (growth-oriented)</li><li>Publicly Traded Stocks</li></ul></li></ul></li></ul>Individual Retirement/Education Planning<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Traditional and Roth IRA</li><li>Coverdell Education Savings Account</li><li>529 Plans</li></ul>Investment Accounts and Advisory Programs<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Available through AXA Advisors, LLC's partnership with LPL Financial, clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios and Optimum Market Portfolios.</li></ul>Life Insurance<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Annual Renewable Term</li><li>Level Term — 10-, 15- and 20-Year</li><li>Whole Life</li><li>Universal Life</li><li>Variable Universal Life</li><li>Survivorship Variable Universal Life</li><li>Survivorship Universal Life</li></ul>Annuities<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Fixed (single flexible & immediate)</li><li>Variable Annuities (immediate & flexible payment)</li><li>Group Annuities (qualified retirement plans)</li><li>Equity Indexed Annuities</li></ul>Disability & Long-Term Care Insurance<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Individual Disability Income</li><li>Individual Long-Term Care</li></ul>Financial Planning1<ul style="list-style-position: outside; color: rgb(51, 51, 51); overflow: hidden; font-family: "Open Sans", Arial, sans-serif; font-size: 14px; background-color: rgb(229, 229, 229);"><li>Non-Fee Needs Analysis</li><li>Personal Financial Plans</li><li>Focused Needs Plans</li><li>Personal Financial Plans with Estate Planning</li></ul>Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

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