Make Sure You Know The Difference™.
Before you commit to a financial advisor, make sure you ask these questions about critically-important details.
Get a direct answer, and get it in writing. Your hard work and savings deserves it.
The Know The Difference™ Checklist:
Tax Planning
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Consolidate Accounts
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Factor Investing
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Annuity Analysis
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In-House Team Manages Portfolios
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Insight And Guidance For Tax-Advantaged Charitable Giving
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Proprietary Products
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Proactive Financial Guidance
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Strategic Tax-Loss Harvesting
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Pension Analysis
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Private Client Relationship
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In-House Planning & Investment Team
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Tax Return Analysis
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Behavioral Coaching To Guide You Through Turbulent Times
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Options Analysis & Strategy
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Customized Portfolio
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Tax-efficient Placement Of Investments
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Proper Rebalancing Techniques
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View Annex Wealth Management’s Client Relationship Summary →
96.7% – Find out why we’re so proud of this number. →
Social Security Planning
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