RETIREMENT

Legacy Planning

Looking to invest not only in your future but in the future of your loved ones?  Here are a few of the vehicles we use to protect you and your heirs.

 

For example, we may consider the following: Individual Stocks (Equities), Exchange Traded Funds (ETF), Mutual Funds, Options, Alternative Investments and/or Real Estate Investment Trusts (REIT)

 

Fixed and Variable Annuities; Life Insurance plans and Long Term Care Insurance

 

We assist our clients in managing the following types of plans: Employer Sponsored 401(k), Traditional, SEP and Rollover IRAs, 529 College Savings Plans, UTMAs, UGMAs, 403(b)s

 

We offer competitive CDs, Corporate Bonds, Municipal Bonds, Money Market Account Solutions

 

Sophisticated cash management options.

Wealth management products including lending, cash management, trust solutions, and managed accounts through Pershing and BNY Mellon.

 

We offer securities-based lending, margin and other credit instruments to help leverage your retirement plans such as renovations, travel and other fun projects. 

 

Our partnership with Pershing LLC, the Dreyfus Bank Deposit Sweep Program insures The program enables you to safeguard a substantial portion of your assets through a highly liquid interest bearing accounts.  The Dreyfus Insured Deposit Program employs a “multi-bank” investment approach to significantly increase your total FDIC insurance coverage up to $2.5 million ($5,000,000.00 for joint accounts).

 

 

 

© 2014 by Cabral Advisors LLC

​Check the background of this firm on FINRA’s BrokerCheck at: http://brokercheck.finra.org/Individual/Summary/2801752

 

Registered in TX, HI, LA, and NC. Registered Principal offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Cabral Advisors and Independent Financial Group LLC are not affiliated.  Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.  Hyperlinks are provided as a courtesy.  When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites.