The Nivens Financial Group
Announcing:
Wealth Management Solution offers remote accessibility, interactivity and personalization. It provides value-add to our clients by providing real time impact on the value of assets in their financial plan across a multiple of accounts and advisors.
Key features of the Wealth Management Solution:
. • Asset allocation - Analyzes client assets, views include individual, aggregated, taxable and tax-deferred, which allow the advisor to provide more effective tax and growth advice.
• Collaboration capabilities - Allows the advisor to interactively develop the financial plan proposal online with the client. The user interface supports an interative process to test numerous scenarios that a client may desire and illustrates the impact on their financial future. Also allows for Alliance Partnerships with other professionals so they can collaborate in designated areas of a client's financial plan.
• Reporting - Delivers customized reports that include asset allocation, stock options, cash flow, net worth analysis, estate observations, gifting analysis, and comparative analysis.
• The Vault - Provides a secure online document repository that stores all of a client's personal financial documents, such as wills, trusts, rewards programs, passports, financial plans and other important documents. Our clients love the Vault and the feeling of organization and control that they get when they see the system.
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Faced with exiting your Business???
Business exit planning is all about your successful exit. If you have any questions about the biggest financial event of your life, please contact me by phone, 704-349-0005, or by e-mail, ernie@nivensfinancial.com.
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As a Financial Adviser with Eagle Strategies LLC, a Registered
Investment Adviser, I can provide you with a plan to help you
achieve your financial goals.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.
Thank you for your interest.
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C. Ernie Nivens is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of North Carolina, South Carolina, Kentucky, Georgia, Virginia, New York, Ohio, Tennessee and Texas. No insurance business may be conducted outside these states referenced.
C. Ernie Nivens is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of North Carolina, South Carolina, Georgia, Kentucky, Virginia, Ohio, Tennessee, New York and Texas. No offers may be made or accepted from any resident outside the specific states referenced.
*C. Ernie Nivens is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment
Adviser, offering advisory services in the states of North Carolina, South Carolina, Georgia, Virginia, Kentucky, New York, Tennessee, Ohio, Texas. As such, these services are strictly intended for individuals
residing in the specific states referenced.
The Nivens Financial Group is not owned or operated by Eagle Strategies LLC, a Registered Investment Adviser, or its affiliates.
Neither the Nivens Financial Group, its employees nor NYLIFE Securities LLC provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Cecil Nevins is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
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