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May provide tax deferred or tax-free growth, tax deductibility and tax-free withdrawals depending on the product / plan.
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.
Protecting what you cannot afford to lose; You’ve worked so hard for it all
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
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
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. De Soto & Company (Registered office at 4113 Eubank Blvd, NE, Ste 300 – Albuquerque, NM 87111) and Cambridge are not affiliated. Jesus A. (Jay) Soto, LUTCF is licensed in New Mexico, Florida, Illinois, Georgia, and California.Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any the financial institution. -Not FDIC / NCUA / NCUSIF Insured