PRODUCTS & SERVICES

FOR INDIVIDUALS .

Traditional IRAs - Roth IRAs - Rollover IRAs
Annuities- Fixed, Variable & Indexed
Brokerage Accounts – Managed Accounts For Business

FOR BUSINESS

Retirement Plans- 401(k), 401(k)-Roth, 403(b), 457(b),
Simplified Employee Pensions (SEP-IRA)
Savings Incentive Match Plan for Employees (SIMPLE-IRA)
Non-qualified Deferred Compensation Plans
Money Purchase / Profit Sharing Plans

FINANCIAL WELL-BEING PROGRAM - financial well-being has been defined as a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow enjoyment of life. Offering your employees such a program can pay big dividends to both you, your business, and your employees.

BUSINESS PLANNING making the right choice can make all the difference. In a closely held business, at some point the issues of transferring ownership, business continuation and even unexpected events require attention.

Cross Purchase Agreements
Keyman Protection
Executive Compensation
Business Overhead Expense
Succession Planning

INSURANCE PRODUCTS

Protecting what you cannot afford to lose; You’ve worked so hard for it all

Customized Risk Management
Life Insurance
Long-Term Care Insurance
Disability Income Insurance

WEALTH MANAGEMENT SERVICES

develop and manage investment portfolios; provide flexible investment options with a high degree of customization; market cycles are unpredictable and inevitable, hence implementing Market Movement Strategies provides a commonsense approach to managing portfolios regardless of market variables

Managed Assets through Strategic Allocation and Diversification • Protect & Defend your financial security
Build your net worth
Create an income from your assets FINANCIAL MANAGEMENT SERVICES comprehensive planning to manage expenses, protect your family, lifestyle and assets, plan your income for now and in retirement, and determine how to pass your wealth onto the next generation, all in a tax effective manner. • Retirement Planning
Estate Planning
Legacy Planning
Charitable giving strategies

DISCLOSURE

Advisory services offered through Silverstone Private Wealth LLC a Registered Investment Adviser. De Soto & Company and Silverstone Private Wealth are not affiliated.

Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any financial institution. Not FDIC / NCUA / NCUSIF Insured.

De Soto & Company does not provide tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax / law professional based on his or her individual circumstances.

PRODUCTS & SERVICES

DISCLOSURE

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