Financial Advice: Wealth Management from Focus On Finance
Former photo agent turned financial representative, Aaron Schindler of Wealth Advisory Group LLC is providing APA members with free “no obligation” financial review sessions. Aaron's “visual” macro-economic process is intended to help photographers gain control of their financial picture and grow wealth without increasing risk. He will work with you to increase economic efficiency with the objective of freeing-up money within your current budget to fund your goals.
As an APA member, you can schedule an in-person or telephone consultation session with Aaron provided you complete a confidential financial questionnaire and supply financial documents prior to the session. Schindler is based in New York City and can be reached at 212-261-1897 and aschindler@wagroupllc.com.
Life, Disability, and Long-term Care Insurance
What would happen to my family if I became ill, disabled, or died tomorrow? Would they have enough money to live?
Investment Allocation
How can I diversify my investment portfolio to reduce price volatility? How can I make sure to contribute to my savings on a regular basis?
Retirement Plans
How much income will I need when I retire? Will I outlive my savings? What is the appropriate retirement plan for my business?
Tax Minimization
How can I minimize my taxes and maximize my deductions?
Estate Planning
Who will receive my assets when I'm gone? Do I need a will or trust?
*Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square , New York , NY 10004 . Securities, products, and services offered through PAS, 1-888-600-4667. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York , NY . PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member NASD, SIPC.
Wealth Advisory Group LLC is an independent registered investment advisor.
Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. Long-term care insurance is not underwritten by Guardian.
