Active Strategic Management
Management / Financial Planning
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Contact a Paisley Financial Associate to learn more about how we can provide for you.Learn more
401 K Plans
A 401k retirement plan is a special account funded through pre-tax payroll deductions. Funds in the account can be invested in stocks, bonds, mutual funds or other assets, and are not taxed on any capital gains, dividends, or interest until withdrawn.Learn more
An IRA is an Individual Retirement Account, and provides either a tax-deferred or tax-free way of saving for retirement. There are many varieties of IRA's please read more on the link below to see which is right for you.
A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. Many different plans exist. Learn more to see which is right for you.
Alternative investments are instruments such as physical gold or other commodity based ETF's such as oil or lumber which can be used as a hedge or inflation hedge against an overall portfolio.Learn more
Paisley Financial provides timely and accurate research on markets, companies and industries. Our team offers more than three decades of experience as well as time held relationships with industry experts that will bring the highest quality of knowledge to our customers.Learn more
Business 401K Plans
Most businesses have
a 401(k) plan offering for their employees but most do not
have a strong grasp of everything that goes into it. With all
the time it takes to run a business day to day there isn’t a
lot of time to devote to this. Time after time we have worked
with organizations that do not grasp the fee structure that is
tied into the program and have heard the frustrating stories
of lack of communication like when the rubber hit the road in 2008.
Learn more about 401K
Feel free to contact us to discuss the current plan you have with your provider. We can review the plan, answer any questions you have about it and most importantly see if you are getting what you deserve.
Our Administrators who have over 30 years experience can give you an apples to apples comparison at no cost to you. We know we can provide you the best research and communication around and probably help you on those back-end fees as well. If you are 100% happy with all aspects of your plan we wish you the best, but if you feel your provider let you down on 2008 you owe it to your business and your employees to see if you are getting a fair shake.
Learn more about 401K Plans.