Taking your life and your investments

...FORWARD.

Rollovers

Financial Planning

Retirement Planning

Global

Wealth Strategies

Tax Planning

Estate Planning

Executive &

Corporate Services

Institutional

Consulting Services

College Planning

 

Planning for retirement can be a challenging process, requiring the guidance of a financial advisor and investment vehicles such as individual retirement arrangements (IRAs), more commonly known as Individual Retirement Accounts. Our advisors at Andreas Global Asset Management Group will help you understand how using IRAs can help you plan for a more secure retirement by explaining:

 

  • Why taking personal responsibility for planning your financial future using vehicles such as IRAs is more important than ever.
  • How the features and benefits of the two main types of IRAs- traditional and Roth- differ, and how you can determine which way may be right for addressing your retirement needs.
  • How IRA contribution and distribution rules vary depending on factors such as your income level, tax-filing status, age and the type of IRA you select.
  • How working with a financial advisor can help insure you attain the most benefit from your IRA.
  • 72 (t) Strategies
  • Net Unrealized Appreciation (N.U.A.). Planning & Implementations Strategies.
  • Advisors that specialize in rollovers from energy sector with enhanced knowledge of Phillips 66, Conoco Phillips, BP Global, Exxon, Baker Hughes, Cheveron Phillips, and Cheveron 401k Plans.
  • Advisors that stay current with the PBGC (Pension Benefit Guarantee Corporation) rate.

WHY YOU NEED A FINANCIAL PLAN

 

Life is full of competing priorities – some you plan for and some you don’t. You probably have an idea of the things you want to do that will require money. Things like buying a house, having children, paying for their educations and weddings, and having enough money for a comfortable retirement. But unexpected expenses like a broken-down car or hospital bill can strain anyone’s finances. A financial plan can put you in control so you stay on track regardless of what life throws at you – saving and investing in the types of financial vehicles that are specially designed for your objectives.

 

Working with a financial advisor can help you build a foundation so that life doesn’t take you – or at least your finances – by surprise. Our financial advisors can advise you when there are changes in the markets, tax legislation* or the economy, and can help you adjust accordingly. An advisor you trust, and a financial plan you create together, will help guide you through the ups and downs to stay on track toward your goals.

 

IT IS IMPORTANT TO MATCH YOUR GOALS WITH APPROPRIATE

PLANNING STRATEGIES AND INVESTMENT VEHICLES.

 

"You can never cross the ocean until you have the courage to lose sight of the shore."

                                                                                                                               -Christopher Columbus

*Raymond James does not offer tax services or advice.

It's never to early-or too late-to begin or analyze your saving strategy for what may be the longest financial commitment you will ever make. No matter where you are in life, there are steps you can take toward helping to create a more secure retirement. Your path to retirement success is uniquer and may change depending on your individual circumstance.

 

 

 

The advisors at Andreas Global Asset Management Group are here to help you plan, implement, and guide you to, through, and beyond your retirement life. We will help you execute your personalized retirement plan at every stage of your retirement journey. Our Advisors offer global strategies and guidance to help give you confidence so you can enjoy the stages of retirement. Working with the advisors at Andreas Global Asset Management Group for your retirement planning uncovers where you are today, where you want to be, and the suitable global strategies to help you pursue your retirement goals. With our retirement services experience, we combine lifetime retirement planning with an engaged and personal interest in the retirement future you want to achieve.

 

The Professionals at Andreas Global Asset Management Group provide comprehensive Global Market investment strategies and a suite of integrated solutions to help our clients build and enhance their investment portfolios.

 

 

 

Our team aims to deliver in-depth global market expertise to help our clients understand the dynamic markets across the globe. We design well-diversified strategic portfolios while implementing industry best practice through investments tailored to each investor.

 

 

 

We are our own clients financial partner and together we develop, implement, and monitor actionable solutions to help them achieve their investment goals across the world. We help our clients navigate today's dynamic global markets and identify and uncover the opportunities that shape their portfolios and long-term investment goals.

 

Careful planning throughout the year can assist you in reducing the taxes you pay - as well as help you achieve your financial goals.

 

Tax Planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your chance of meeting both long - and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

 

Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investment and tax decisions.

 

The advisors at Andreas Global Asset Management Group take a tax-sensitive approach to financial planning and work year-round with you and your other professional advisors - accountants, tax attorneys - to help minimize the impact of taxes.

 

 

 

* Raymond James does not offer tax services or advice.

 

ANDREAS GLOBAL ASSET MANAGEMENT GROUP IS EQUIPPED WITH THE RESOURCES, KNOWLEDGE, AND EXPERIENCE TO HELP YOUR LEGACY SERVE ITS FULLEST POTENTIAL.

 

 

Legacy planning is a special subset of financial planning. That's because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

 

 

The advisors of Andreas Global Asset Management Group will provide you with  long-term vision, careful planning and meticulous follow-through for planning your legacy. We have access to an array of products and services to fit your unique situation, and perspective that comes from caring deeply for you and your financial well-being.

 

 

By working with Andreas Global Asset Management Group along with your legal and tax professionals, we will help develop a plan to maintain your lifestyle while preserving your commitment to the people and causes you cherish.

Executive Strategies

Many of the strategies that are unique to executives can be complicated, requiring navigation through various legal, tax and estate planning issues. Often, executives so dedicated to performing their duties at work, do not apply the same attention to their personal planning. Every situation is different, so we invite you to review your specific circumstances with our financial advisors at Andreas Global Asset Management Group. Depending on your specific needs, these may include:

  • Stock option planning
  • Concentrated equity strategies
  • Restricted stock and 83(b) elections
  • 10b5-1 plans
  • Cash management and lending solutions
  • Net unrealized appreciation

 

 

Corporate Strategies

Many executives face similar decision-making challenges at the corporate level. Issues such as the design and administration of various benefit plans, marketing to institutional investors, or executing a corporate repurchase program can create additional layers of time-consuming responsibility. Andreas Global Asset Management Group has the access to a full range of corporate solutions to help you weigh the pros and cons of various topics including:

  • Benefit plan design and administration
  • Share repurchases
  • Institutional Marketing
  • Investment banking services
  • Corporate lending

 

Andreas Global Asset Management Group is a team of investment professionals and staff along with the support of Raymond James, assist in the implementation of institutional investment strategies. We incorporate a disciplined process, which adheres to well established stewardship standards and is backed by our own philosophy of conservative management.

 

 

Our advisors support institutional investors at every level to deliver all aspects of investment consulting, strategy development, investment research, implementation, reporting, and oversight. We understand that investing provides the vehicle that helps support your mission and we are here to help make your mission as simple as possible. We make your mission our mission and take it...FORWARD.

 

Before your child was even born, you were planning. What will we name him? What color should we paint her room? What is the best childcare alternative?

 

But with all the demands and decisions that new parents face, one important aspect is often unintentionally overlooked in those early stages - college. However with tuition rates rising, it should be at the top of every parent's planning list...no matter what the child's age.

 

What's more, saving for a child's education doesn't necessarily have to rest entirely with parents. With flexibility and convenience of today's savings plans, many alternatives make good sense for grandparents, aunts and uncles, other family members and friends.

 

You have big dreams for the child in your life. Don't let a lack of planning sidetrack those aspirations. Andreas Global Asset Management Group is here to assist. Our advisors' knowledge and professional guidance can help you give your child the opportunity for the bright future they deserve.

Check the background of this firm on FINRA's BrokerCheck

One Lakeshore Drive, Suite 1100 // Lake Charles, LA 70629 // Phone: 337-419-1855 // Fax: 337-419-1854 // Toll Free: 1-877-781-0088 // Houston // (713)-300-1608

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Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Andreas Global Asset Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

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