Arun Muralidhar’s Post

Your Unique Investment Plan At Healthy Wealth Management, our goal is to make a difference -for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy for you and your family, a knowledgeable Healthy Wealth Management consultant can work with you to develop an investment plan aligned with your needs and goals. Ongoing Support and Oversight It takes time and careful consideration to develop and maintain an investment plan. A successful plan requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track. Integrated Strategies Your Healthy Wealth Management consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your Healthy Wealth Management consultant will work with you to build a diversified portfolio of investments to better position potential returns and risk. Your Healthy Wealth Management consultant can assist you with the following products and services: Breadth and depth of products: • Brokered CDs • Exchange-traded funds • Fixed and variable annuities • Insurance • Mutual Funds Essential financial services: • Asset allocation • Business planning • Retirement planning • College savings • Estate planning No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

What a Portfolio Manager Does and Earns I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

Your Unique Investment Plan At Healthy Wealth Management, our goal is to make a difference -for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy for you and your family, a knowledgeable Healthy Wealth Management consultant can work with you to develop an investment plan aligned with your needs and goals. Ongoing Support and Oversight It takes time and careful consideration to develop and maintain an investment plan. A successful plan requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track. Integrated Strategies Your Healthy Wealth Management consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your Healthy Wealth Management consultant will work with you to build a diversified portfolio of investments to better position potential returns and risk. Your Healthy Wealth Management consultant can assist you with the following products and services: Breadth and depth of products: • Brokered CDs • Exchange-traded funds • Fixed and variable annuities • Insurance • Mutual Funds Essential financial services: • Asset allocation • Business planning • Retirement planning • College savings • Estate planning No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Forbes published its annual ranking of Best-In-State Wealth Advisors and The Passman Saperstein Bahr Group at Morgan Stanley is pleased to share that Aaron Saperstein and David Passman have been named to the 2024 list in New York. Additionally, the Team has been named to The National Association of Plan Advisors' 2024 Top Defined Contribution Advisor Team list. This ranking highlights the nation's leading retirement plan advisors who not only deliver quality retirement plan advice, but also help build a more financially secure retirement for millions of Americans. We are honored to receive these accolades as we believe this reflects our team's commitment to provide our clients with best practices, personal attention, and customized solutions to help them meet their financial goals. These distinctions would not be possible without our client's trust, and we appreciate the opportunity to help all our clients work towards the financial future that they envision. [Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23. https://mgstn.ly/3xkqypd] https://lnkd.in/daZPd_ry https://lnkd.in/dWebhC_e

Forbes published its annual ranking of Best-In-State Wealth Advisors and The Passman Saperstein Bahr Group at Morgan Stanley is pleased to share that Aaron Saperstein and David Passman have been named to the 2024 list in New York. Additionally, the Team has been named to The National Association of Plan Advisors' 2024 Top Defined Contribution Advisor Team list. This ranking highlights the nation's leading retirement plan advisors who not only deliver quality retirement plan advice, but also help build a more financially secure retirement for millions of Americans. We are honored to receive these accolades as we believe this reflects our team's commitment to provide our clients with best practices, personal attention, and customized solutions to help them meet their financial goals. These distinctions would not be possible without our client's trust, and we appreciate the opportunity to help all our clients work towards the financial future that they envision. [Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23. https://mgstn.ly/3xkqypd] https://lnkd.in/dYECA_Zs https://lnkd.in/dHWg3NV2

Variability of market returns can imperil retirement savings. Yet, too few accounts protect against the damage market downturns can trigger, especially in the early years of retirement. Minimizing the impact of poor returns early in retirement can improve retirement outcomes. Read more to understand the ways to mitigate sequence of return risk and ensure your clients are on the path to a successful retirement.

Variability of market returns can imperil retirement savings. Yet, too few accounts protect against the damage market downturns can trigger, especially in the early years of retirement. Minimizing the impact of poor returns early in retirement can improve retirement outcomes. Read more to understand the ways to mitigate sequence of return risk and ensure your clients are on the path to a successful retirement.

Variability of market returns can imperil retirement savings. Yet, too few accounts protect against the damage market downturns can trigger, especially in the early years of retirement. Minimizing the impact of poor returns early in retirement can improve retirement outcomes. Read more to understand the ways to mitigate sequence of return risk and ensure your clients are on the path to a successful retirement.

Variability of market returns can imperil retirement savings. Yet, too few accounts protect against the damage market downturns can trigger, especially in the early years of retirement. Minimizing the impact of poor returns early in retirement can improve retirement outcomes. Read more to understand the ways to mitigate sequence of return risk and ensure your clients are on the path to a successful retirement.

Join us Thursday, May 16th from 2:30PM to 3:30PM to learn how the SECURE Act – Setting Every Community Up for Retirement Enhancement – enacts significant changes to the nation’s retirement system. During this session, you’ll learn about new age requirements for required minimum distributions; the repeal of age limitations on traditional IRAs; changes to 529 plans; updates to rules on retirement plan catch-up contributions and more. Register today! #SECUREAct #FreeWebinar