Financial Planning – Financial planning services may include Retirement Planning, Risk and Insurance Planning, Education Planning, Estate Planning and Investment Planning. The financial planning process involves evaluation of objectives, gathering data, analyzing data, developing a plan, implementing the plan, and monitoring the plan as time goes by.
Asset Allocation – Providing information and advice on allocation of assets among categories of investment alternatives (i.e., equity investments in foreign and domestic issues of different sizes and in various industry sectors, corporate debt securities, government securities, commercial paper and certificates of deposit) in a manner that is consistent with the Client's investment goals, current financial status and risk tolerance profile.
Managed Portfolios – available for certain accounts above $50,000 in value. Strategic and Tactical Models are available using a combination of index funds, managed funds and individual securities.
Risk and Insurance Planning – Life insurance: Whole life, Universal life, Variable universal life, Term life. Fixed and Variable Annuities. Long Term Care Insurance, Disability income insurance, Medicare Advantage
Managing Taxes – Tax Deferred, Tax-Free and Tax Managed Investment Plans
Alternative Investments – Alternative investments can include real estate, private equity, currencies, commodities
Rollover Assistance
You should consider the investment objectives, risks, and charges and expenses of the investment options carefully before investing. Prospectuses containing this and other information can be obtained by contacting us. Please read the information carefully before investing.
ING does not offer legal or tax advice. Seek the advice of a tax attorney or of a tax advisor prior to making a tax-related insurance/investment decision.