May 2021
Hello! Hello!

We are often questioned on what makes a good...great financial advisor? The answer to this is quite nuanced. First and foremost is someone that you can talk to…that your gut says, “ok I can have a conversation with this person”. Of course, as Karen Carpenter (RIP) once sung... ”We’ve only just begun”, means being able to talk to someone, goes without saying, is an integral part of financial planning...but it's only the beginning. So, what should you look for...dare we say require of someone, who is going to be providing financial advice?  

We came across a recent article titled 6 Questions You Should Be Asking When Hiring a New Financial Planner. It was filled with your typical well-meaning questions: How long have you been in business... what are your credentials ...niche ...compensation ... and so on. Blah, blah, blah... But... does it really get to the heart of the matter? A dollar sheltered from taxes at the highest rate is a risk-free savings of over 35%, a financial plan that does not include your tax return is “Fugazi”. Advice that does not have a clear, easily identifiable price or cost is usually one that has no cost...which begs the issue what is the advice worth and more importantly why is a financial planner not charging for the financial plan/advice she prepares/provides...and how does she pay her bills? How much does the advice cost? and who is this check truly being written out to? This is what needs to be first and foremost. Any discussion or presentation of ideas, actions, and so forth made by someone who does not have your most recent taxes, is at the very best dancing in the dark. At worst not potentially saving you at the highest tax rate Fed and CT --> WMGNA’s HQ is over 40%, without investment risk and often without any out-of-pocket cost!! I like a 40% tax savings without any investment risk or out of pocket cost. 

Now of course there are many folks who can help you invest your money, save for college, retirement, sell you insurance that you might need etc... And that stuff is important. They may even have a sales process that includes some thoughtful planning and even be making you a lot of money. This is all cursory to actual financial planning. We don’t begrudge anyone for making an honest living! 

So, the 6 questions , 8 questions, whatever set number of questions you think you must ask; it essentially boils down to two questions which are “What am I getting and what does it cost? " as well as “What does this save me on taxes?”. Once those are clearly answered then its smooth sailing to the more mundane questions. As always, your concerns are our concerns!

Talk soon. Keep The Faith. 
This May share memories of your mom, your favorite moments as a mom, or tell a woman in your life that they are inspiring! At Susan G. Komen, moments spent with friends and families are the most precious, especially for those who’ve been impacted by breast cancer. Every 2 minutes, a woman in the U.S. is diagnosed with breast cancer, and one in eight women will be diagnosed in her lifetime.

As we grow and evolve, we want to ensure that our subscribers continue receiving the same impeccable service and attention they are accustomed to. We call this “the WMGNA way.” With that, we have made the decision to limit the number of new relationships that we take this year to 10 families. We have 8 spots left for 2021! So, if/when someone near and dear can benefit from a Tax-Out subscription and wants to chat to find out if we are a good fit, simply have them contact us!
It has truly been our pleasure to serve you! We look forward to continuing to do so. We take to heart the trust and confidence that you have placed in WMGNA. 
Brian and Noa's Weekend Getaway
The girls celebrating Noa's birthday
Dan celebrating his mother on Mother's Day
Darlene and Eric on Darlene's birthday

Jordan and his siblings celebrating their mom!
Beth's son, Ben, graduated from Indiana U.

  • Face masks should be worn when entering and exiting the 10 Talcott Notch Rd. building.

  • We will continue to take extra precautions, sanitizing surfaces before and after your visit.

  • Face masks are no longer state mandated, feel free to wear a mask in the WMGNA office if it makes you more comfortable.

Talk Soon & Keep The Faith
CT: 860-679-5255 - FL: 561-666-3075
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Disclosure – Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through WMGNA, LLC, a registered investment advisor. WMGNA and Triad Advisors are separate and unrelated companies.