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Astoria Strategic Wealth

6 Reasons to Work with a Financial Professional

Here are six reasons to work with a financial professional no matter what life stage you’re in.

Investment advisory services offered through Astoria Strategic Wealth, a registered investment adviser. This site is published for residents of the United States only. We only conduct business with residents of the states and jurisdictions in which we are properly registered. Astoria Strategic Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact Brian Cox at 888.321.7374.

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* Astoria Strategic Wealth conducts business by appointment only.

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Do you or does anyone in your household? Check all that apply. Work in the medical industry? Own or want to own a business/business interest? Consider yourself an independent woman?

How can we help? Check any that apply. Newsletter subscribe Looking for a financial advisor for the first time I have an advisor, but considering a change or seeking a second opinion Single decision assistance (eg. vacation home, liquidity event, retirement readiness) Education planning / payments Seeking tax planning strategies and assistance Life events such as marriage, birth, death, divorce, job change, inheritance, etc. Retirement planning Investment management Seeking comprehensive goal planning and account consolidation Asset protection Debt management and cash flow strategies Trustee - Executor - Executrix responsibilities Other

Age Under 30 30-39 40-49 50-59 60-69 Over 70

Liquid Investment Base Less than $100,000 Between $100,000 - $500,000 Between $500,000 - $1,500,000 Between $1,500,000 - $3,000,000 Over $3,000,000

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