Mumau Page Background Mumau Page Background
PLANNING SERVICES Retirement Planning* Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. Wealth Accumulation* A long term investment strategy to help set money aside for the future. A plan that will allow you to maintain your current lifestyle while keeping in mind your investment goals, risk tolerance and the amount of time you have to save. Tax Strategies A plan set up to maximize the amount of money invested while deferring, managing and reducing your tax burden when the investment has matured. Business Continuation & Succession Planning A plan that find risks that can cause damage to the business, and then taking steps to minimize those risks. Planning for personnel changes that could effect the day to day operations of a business. Guaranteeing the successful growth of your business. Executive Compensation Design A plan that determines the amount of pay an executive receives in order to retain a qualified individual. A compensation package should be designed to motivate the executive to perform the job within the company’s guidelines. Executive compensation packages generally include a mix of short-term incentives (including salary, annual bonus and benefits) and long-term incentives (including stock options and/or restricted shares). The package may also include guarantees such as a severance agreement, change in control provision (if the company is bought out) and a pension. Education Accumulation* A financial strategy for an investor to build the value of their portfolio to cover future educational costs.
Planning Services Artwork
© 2019 All rights reserved. Website built, maintained and powered by ZZLocal, LLC www.zzlocal.com
www.ameritaswpa.com
814.938.5080
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed. *Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC), Member FINRA, SIPC. AIC and Ameritas Financial Services of Western PA are not affiliated. Additional products and services may be available through Michael Mumau or Ameritas Financial Services of Western PA that are not offered through AIC. Securities products are limited to residents of Pennsylvania, Ohio, Florida, and North Carolina. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. A Representative from Ameritas Financial Services of Western PA will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
PLANNING SERVICES Retirement Planning* Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. Wealth Accumulation* A long term investment strategy to help set money aside for the future. A plan that will allow you to maintain your current lifestyle while keeping in mind your investment goals, risk tolerance and the amount of time you have to save. Tax Strategies A plan set up to maximize the amount of money invested while deferring, managing and reducing your tax burden when the investment has matured. Business Continuation & Succession Planning A plan that find risks that can cause damage to the business, and then taking steps to minimize those risks. Planning for personnel changes that could effect the day to day operations of a business. Guaranteeing the successful growth of your business. Executive Compensation Design A plan that determines the amount of pay an executive receives in order to retain a qualified individual. A compensation package should be designed to motivate the executive to perform the job within the company’s guidelines. Executive compensation packages generally include a mix of short-term incentives (including salary, annual bonus and benefits) and long- term incentives (including stock options and/or restricted shares). The package may also include guarantees such as a severance agreement, change in control provision (if the company is bought out) and a pension. Education Accumulation* A financial strategy for an investor to build the value of their portfolio to cover future educational costs.
Planning Services Artwork
Ameritas Financial Services Corporation
© 2019 All rights reserved. Website built, maintained and powered by ZZLocal, LLC www.zzlocal.com
*Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC), Member FINRA, SIPC. AIC and Ameritas Financial Services of Western PA are not affiliated. Additional products and services may be available through Michael Mumau or Ameritas Financial Services of Western PA that are not offered through AIC. Securities products are limited to residents of Pennsylvania, Ohio, Florida, and North Carolina. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. A Representative from Ameritas Financial Services of Western PA will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.