Wealth Management Associates, Llc

Welcome! to a new world of Increased Fee Income, Enhanced Client Retention, and Improved Customer Satisfaction.

 Strategic Bank Solutions, LLC ("SBS") provides a turn-key system which enables your community bank to make available investment and insurance services to your clients utilizing the services of ING Financial Partners, Inc., an ING Company.

 In addition to investment and insurance products, Strategic Bank Solutions enables your bank to:

  •  Make available customized, fee-based financial planning.
  • Address new local target markets with support from ING Financial Partners, a true value proposition.
  • Create new, recurring sources of fee income to bolster your bank's bottom line and shareholder value.

In sum, your bank can attract new customers, and serve existing ones better. With thousands of available products from hundreds of companies, doing what's best for your clients is our only interest. There is never any pressure to sell only proprietary products.

Strategic Bank Solutions can help provide the product, support, experience & income your community bank is looking for.

The ING Group is a global financial institution offering banking, investments, life insurance and retirement services to over 85 million private, corporate and institutional clients in more than 40 countries. With a diverse workforce of about 107,000 people, ING comprises a broad spectrum of prominent companies that increasingly serve their clients under the ING brand. For more information, visit www.ing.com

 

 

 


 

None of Strategic Bank Solutions, its Principals, nor ING Financial Partners give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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