Nowhere is this more evident than in financial circles where the pace is lightening fast and decisions need to be carefully weighed.
Like the vast majority of financial advisors, Maloney and Associates, LLC does not have thousands of employees with up-to-the-minute expert knowledge of financial products and conditions.
Once our client’s goals and objectives are clearly understood, we work closely with our independent strategic partners who give us access to the full universe of products and services:
Brookstone Capital Management, Inc. gives us access to a diversified portfolio that is specifically geared toward your personal financial goals.
You and your advisor determine your risk category and investment objectives. The Brookstone Investment Advisory Services team uses your risk and return specifications to determine which combination of investment vehicles is most likely to achieve your goals.
Because Brookstone does not have any proprietary mutual funds, the research team is free to choose the most appropriate investment vehicles to implement your portfolio, regardless of what company owns them. The recommended combinations provide you with broad diversification for your assets, which can offer protection against market volatility.
Advisors Excel provides experienced underwriting for life insurance and annuities.
As independent consultants, Advisors Excel brings us the best of the insurance/annuity products from a vast variety and number of major companies (Allianz, Athena, American Equity, Fidelity & Guaranty, Security Benefit Life, Great American Financial Resources, ING, Phoenix, Equitrust and others).