Financial Services with the Wallstreet Group - Part 1

At the Wallstreet Group, we want to help provide you with information about your finance and insurance needs, and then help you make goals and work towards achieving them. Whether you own a business or need financial services for personal use - I would be honored if you would consider me to assist. We provide many different financial services for you and your business, so I wanted to take a moment to explain them to you.


Brokerage/Asset Managed Accounts

A brokerage account is defined as an account that allows you, as an investor, to deposit funds and place investment orders with a licensed broker or brokerage firm, like the Wallstreet Group. This can include stocks and bonds, and can be an excellent choice if you are hoping to get more interest than a savings account can provide. If you think this would be a smart choice for you, I would be glad to discuss them with you.

IRA’s

IRA stands for Individual Retirement Account, and it’s a type of savings account designed to assist you in saving for retirement. It can offer tax advantages, as well, which makes it a popular choice. There are two types of IRAs, a Traditional and Roth, both of which I can assist you with. I can also assist with other IRA services like a rollover IRA, a simplified employee pension, a SIMPLE IRA, and more. Here are some of the services we provide in regard to IRAs. You can also learn more about them in a previous blog I’ve published here: FAQs About IRAs.

1 Traditional
2 Roth
3 Rollover
4 SEP
5 Simple
6 Inherited
7 Coverdell Education Savings (aka Educational IRA)

401(k)/Pension Plans

For an employer, a 401(k) plan can be a terrific way to provide benefits to your employees. This type of plan allows your employees to save and invest a piece of their paycheck before taxes are taken out. A Pension plan is a retirement plan that requires an employer to make contributions into a pool of funds set aside for a worker’s future benefit. The pool of funds is then invested on the employee’s behalf and the earnings on the investment generate income to the worker upon retirement.

403(b) Plans

A 403(b) plan is also known as a tax-sheltered annuity plan. It’s a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers. If this would apply to your organization or business, let’s talk about it and see if it would work for your goals.


Making Wise Financial decisions

Whether you have questions about business or personal finances, I would be honored if you would consider me to assist with your financial planning. From investing, saving, or management of your funds, the Wallstreet Group can help you make goals, and build you a customized plan to work towards them. Visit our website to learn more about our services, or give me a call at 573-636-3222 to discuss your plans further. Stay tuned next week as I’ll finish this two part series with five more financial services we provide.

You can trust the Wallstreet Group to assist with your financial and insurance goals - follow us to learn more!


Dylan Lueckenotte, Wallstreet Group
1530 Rax Court
Jefferson City, MO 65109

573-636-3222
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*Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor. Wallstreet Group and Client One Securities, LLC are not affiliated.
Location: Jefferson City, MO, USA

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