“Will I have enough for the retirement I want?” The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really matters: the income they could have each year in retirement. It helps empower decisions, illustrating the tradeoffs between risk, retirement date, income needs and spending.
Mid Atlantic Capital Group is pleased to welcome First Affiliated of the Chautauqua Region, LLC.
First Affiliated of the Chautauqua Region, LLC is headed by Dan Hocking and Joe Cerrie. Mr. Hocking and Mr. Cerrie have amassed 24 and 17 years of investment experience respectively. The group has had a relationship with Mid Atlantic for the past ten years utilizing one of the professional money managers on Mid Atlantic’s platform for their high net worth clients. First Affiliated of the Chautauqua Region, LLC employs a wide range of investment vehicles and services to provide experienced wealth management out of their office in Jamestown, New York.
First Affiliated of the Chautauqua Region, LLC is not a registered entity or a subsidiary or control affiliate of Mid Atlantic Capital Corporation or Mid Atlantic Financial Management, Inc.
Everhart Advisors was recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year.
Mid Atlantic Capital Group recognizes the uniqueness of financial advisors and the many business models that exists. That is why we listen, collaborate, and develop customized solutions for our business partners. We provide the structure, tools, and support that fits your model, enabling you to successfully grow your business.
To learn more about the ways Mid Atlantic can help you simplify your practice, contact John Wight at 800-693-7800 and firstname.lastname@example.org.
Recently, Mid Atlantic reached out to one of our newest registered representatives, David Loesch with the DRL Group, to learn more about his involvement with The Houston Livestock Show and Rodeo™. Mid Atlantic always likes to share with its family how our business partners go above and beyond their daily business to have a positive effect on the community.
The Houston Livestock Show™ has promoted the breeding and marketing of the livestock industry in the Texas Gulf Coast region. David Loesch got involved in 1997 because he wanted to give back to the community and in particular to the youth: “This Rodeo is much more than just a Rodeo, it is a vehicle for young people to shape their future.”
Each year, the Houston Livestock Show™ draws thousands of Texas 4-H and FFA exhibitors to compete. Each exhibitor works several months to prepare. Participants are between the ages of 9 and 18, are Texas residents and are members of a Texas 4-H Club or FFA Chapter. More than 750 scholarships are awarded. 1st place winners can be awarded as much as $36,000!
Mr. Loesch commented: “As you know, Texas is a large state! Last year only 330 animals made it to the judging. There is a lesson in the disappointment as well. The young people are involved in raising these animals. It teaches them discipline, respect, and commitment.”
A week-long celebration leading up to opening day of the Rodeo began on February 20. The rodeo itself will run from Feb. 27 – March 18, 2018. It is an impressive operation to say the least. Mr. Loesch hopes that the team at Mid Atlantic will get the opportunity to come and enjoy this experience!
Take a look for yourself: www.rodeohouston.com.
About the DRL Group: http://www.dlrgroup.com/home/
Mid Atlantic is pleased to welcome kPlans Investment Services as a new business partner. kPlans Investment Services (formerly Kravitz Investment Services) brings its Cash Balance Investment Expertise to Mid Atlantic advisors through the ModelxChange® program.
What will this mean for Mid Atlantic advisors? kPlans has just made it easier for Mid Atlantic advisors to manage their cash balance business by providing a turn-key solution from actuarial to investments. kPlans has structured three risk-based strategies using an absolute return style of management, which includes as many as thirty separate asset management firms across thirty separate asset classes. This option is branded under the Mid Atlantic ModelxChange® program name: First Water Cash Balance Plan Series.
For additional information, please call: 800-693-7800
Mid Atlantic is pleased to welcome Riverstone Wealth Management to its family. Headquartered in Pittsburgh, Pennsylvania, Riverstone’s primary focus is on wealth and estate management. The firm is comprised of two primary registered reps Wes Creese and Josiah Hoffman; one registered assistant Kim Arnold; and their office administrator Danica Creese. Wes is a CPA providing tax planning strategies. The group also works in the qualified plan space with several 401(k) plans on the books.
Mid Atlantic is pleased to welcome Crescent Wealth Partners, our newest addition to the Mid Atlantic family. Crescent is a former Ameriprise Group based out of Sarasota, Florida. The Crescent team consists of two partners, Brent Hillerich and Brian Grogan, in addition to associate producer Jared Burke and their staff members Erin Bewley and Claudia Woods. Crescent primarily focuses on investment management, retirement planning strategies, and charitable giving.
Mid Atlantic is excited to officially welcome one of our newest business partners The DRL Group to our family. Based in Katy, Texas, The DRL Group is comprised of brothers David and Darrin Loesch and five staff members who handle all operational functions and trading.
The firm specializes exclusively in the bond market, thus taking a “Masters of One” approach to financial services as opposed to a more general “Jack-of-All-Trades” philosophy. As such, The DRL Group is solely focused on providing tax-free income products and managing tax-deferred accounts (IRAs and SEPs) through utilizing high quality municipal and corporate bonds. For more than 20 years, The DRL Group has been serving top tax-bracket clients in their quest to reduce taxes, generate a stable income stream, and help to protect their principal investment value.
Mesirow Financial Investment Management (MFIM) and Mid Atlantic Trust Company (MATC) are partnering together to make available MFIM’s 3(21) and 3(38) Fiduciary Partnership services through MATC’s FiduciaryXChange level-compensation platform. Recordkeepers and broker-dealers seeking level compensation solutions for retirement plans will be able to utilize MFIM’s outsourced, integrated fiduciary services.
Client plans, advisors, and broker-dealers will receive fiduciary protection and direct, ongoing communications from MFIM for 3(21) and 3(38) services through this arrangement. Meanwhile, broker-dealers and advisors will receive extensive compliance and reporting deliverables, including the status of fiduciary coverage for all plans within a retirement book of business, in addition to actions being taken to remedy client plans in jeopardy of losing fiduciary coverage.
We are pleased to welcome the Smith Financial Group to the Mid Atlantic family. Located in Dallas, Texas, Smith Financial is a father/son practice consisting of Richard and Chris Smith, along with assistant Mary Ellen Smith. Richard has been in the industry for 36 years, while Chris has been in for 24 years. Smith Financial has built its business providing clients with corporate and municipal bonds.