|
|
 |
| |
|
Home > Financial Services > Stock Brokers > Integrated Trading And Investments
Integrated Trading And Investments
Integrated Trading And Investments is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
This is a comprehensive financial services firm committed to helping their clients improve their long-term financial success. Their customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
As a Broker-Dealer and licensed insurance agency, they may only transact business in states in which they are registered, or if the transaction is excluded or exempted from state registration and/or licensing requirements, as appropriate.
The plan that is often most helpful for families needing to make provisions for a child with special needs is a special needs trust. This device allows a trustee, typically a family member familiar with the child's needs, to use funds placed in a trust by the child’s parents for the necessary care.
Many people may assume that trusts are only for the very wealthy, however, a special needs family’s financial situation demands prudent planning to prevent loss of agency funding after the parents are gone.
For example, assets received as an inheritance might disqualify an adult child from receiving public funding for housing, medical care, and other government programs.
Assets placed in a trust, however, and directed to uses other than those available through government sponsorship remain available for the individualized care a parent might want to provide.
While the special needs trust can establish a mechanism for maintaining financial care for a special needs child, some families have utilized the charitable remainder trust as an additional mechanism to help secure future income for a special needs child. As its name implies, a CRT benefits a charity as well as an individual.
They are proud to add that they can measure their success in terms of client satisfaction. Their approach has resulted in noteworthy expansion which validates that their clients have achieved their objectives with rewarding consistency.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Stock Brokers
|
|
|
|
|
|
|