It's Easy to Get Started

We know it can be hard trying to find the right financial advisor to work with.

Most of our new clients discover us from an existing client referral, one of our many weekly seminars on retirement planning or by direct invitation for a one–on–one free consultation.

It’s our experience that no two people have the same circumstances or goals.

Our Financial Professionals will custom design a safe retirement strategy that takes into consideration your unique situation.

Why Choose Us

Amerity Financial has never lost one dime of our clients savings in the stock market. Our clients have entrusted us to protect and help grow their retirement savings. Our old school philosophy is a conservative one. We believe it's better to "grow it and keep it" than to risk loosing what you have worked a lifetime for.

Will the assets you've accumulated last through your retirement? We provide leading solutions to guarantee safety, growth and income. Because people are living longer healthier lives it's time to reevaluate the longevity of your financial independence.

 



How We Work

We know it can be hard trying to find the right financial professional to work with. Most of our new clients discover us from an existing client referral, one of our many weekly seminars on retirement planning or by direct invitation for a one–on–one free consultation. The following process is how we go about helping people in need of our services become valued clients. Here are the steps we take to determine if working together is a good fit. If the way we work sounds like what you're looking for then we look forward to hearing from you to get acquainted.

Getting to know You

Before we begin making any recommendations we first need to learn about what’s important to you. Most firms use a “generic questionnaire” to determine what your risk tolerance is and goals are. Our belief is that you don’t get to know someone by asking them to fill out a form. We prefer to sit down and talk things over. It usually takes a couple meetings to get a good understanding of what truly matters to you and what you’re trying to accomplish.


Custom - Tailored Approach

It’s our experience that no two people have the same exact assets or circumstances. Our Financial Professionals will custom design a safe retirement strategy that takes into consideration your unique situation. We look at what you currently have to work with and apply our G3 Safe Retirement Solutions* and strategies to help you secure a worry free retirement. We consider things like: Income needs and the effects of inflation - Safety of your investments - Access to your funds when you need them - Tax burden (are you paying taxes on social security or interest you’re not using?) – IRA’s and 401k’s - Asset growth (competitive rates of return) - Your family structure (providing for loved ones) and legacy concerns.

We will review the plan with you to ensure that we have addressed all of your concerns and questions. We expect our clients to be involved in the process and participate. Ask as many questions as needed to feel comfortable with the strategy we propose. Remember, this is a joint effort and the more you are involved the better the outcome. Don’t be afraid to ask questions.

We make it, simple

We handle all the paperwork for you

Your Amerity Financial Professional will prepare all paperwork necessary to implement your safe retirement strategy. When implementing G3 Safe Retirement Solutions* we handle everything for you. Amerity Financial never takes possession of your funds. If new accounts are established based on our recommendations then funds are transferred directly from your current fund administrator to the new fund administrator. Once the account(s) is open at the new administrator you will receive confirmation directly from the new administrator. Amerity Financial will receive your new account documentation and call you for a summary review of the plan and to provide you with your new documents. You will then begin receiving periodic statements directly from the companies we selected to provide you with your safe retirement solution.

Account Transfers – More how this works

If you have accounts at other custodians or banks that aren’t a good fit for what you are trying to accomplish then we may suggest a transfer of these accounts to a new custodian so they can become part of your comprehensive retirement plan. Accounts such as your 401K plan or pension at your current employer may require special attention but will be considered in your overall retirement investment strategy. All account transfers will be done taking into consideration tax consequences (if any) and costs to reposition your funds (if any). 


Down the Road

Once we have put the pieces together and your retirement plan is secured we will begin monitoring the plan performance and strategy effectiveness. All the information we gathered from our initial meetings will be the reference point for determining success of our working together on your retirement.



Account Reporting – Performance

Periodically you will receive hard copy statements from your retirement plan administrator containing the following information:

Statements and Account Performance:
These reports will include year to date and since inception performance information. On an annual basis we will go over annual statements, review the status of your plan and make any necessary adjustments to increase the probability of success in your secure retirement. It’s important to review your account to ensure that your objectives, financial situation and other factors have not changed. While you may contact your Amerity Financial Professional on a regular basis to ask questions or review your account, we recommend a full review of your account at least once a year.


Once again, if the way we work sounds like what you’re looking for then we look forward to hearing from you to get acquainted.

Becoming a client is easy!