In The Beginning...
People Make Markets®
TO ALL TEAM MEMBERS: THIS SECTION IS DESIGNED FOR YOU!
THIS IS WHERE YOU WILL SEE YOU NEW LINKS, SERVICES DIRECTION, TEAM MEMBER CONTACTS, HELPFUL PDFs AND URL's WHICH WILL CONTINUE TO BE DESIGNED TO HELP STREAMLINE ALL WORKFLOWS FOR YOU, YOUR CLIENT AND YOUR NEW PROSPECTS AHEAD.
AS A TEAM, WE WILL CHANGE YOUR CLIENTS' LIVES AS THE FUTURE UNFOLDS. TOGETHER, WE WILL ALL MAKE SURE THEY ARE PROPERLY POSITIONED FOR THE BARBELL ECONOMY® AND THE EXPANDING DYNAMICS OF DEMOGRONOMICS®!
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- The evidence is clear. It is unemotional. It is the underlying current driving economic forces forward, expanding as the years unfold.
- These underlying currents of the US economy are set to influence the economy for years to come. We help you define how you can capture the powerful changes underway.
- Of the many values our team brings to family office clients, this video centers around making sure they are properly positioned for the demographic shift unfolding right now - and expanding significantly into the next few decades.
Through a partnership created on September 29, 2023, Manning Silverman, Tax & Beyond and Truvestments became the leading-edge tax planning and holistic wealth management company in Chicago and beyond, now providing all current clients, and future prospects, with full financial services under one roof.
Decades of expertise now available at your fingertips and a full team in place to support client needs as they arise and expand over time.
Services which can be provided as clients need
Full tax planning, insights and preparation expertise for all clients will now be enhanced with expansive services, including but not limited to…
Portfolio & Asset Management
Estate Planning
Annuity Reviews
Tax-Free Income
Retirement Planning
Risk Management
M&A Insights
Wills & Trusts Reviewed
Retirement Plans Designed & Managed
Your Manning Silverman Support Team and Related Tools:
Alyssa Paulsen: 855-955-1982
Alyssa’s email: alyssa@truvestments.com
Jay Kostaken: 855-955-1982
Jay’s email: jay@truvestments.com
Kaleb McCarty: 855-955-1982
Kaleb’s email: kaleb@truvestments.com
In addition, click below for your personal URL to handle all client questions, service requests and or triggers for any service, planning, wealth management workflows or needs:
Client questions, requests and workflow form
You next link below is a client questionnaire for those who want to getting started with their financial plan:
If a direct line of contact to serve needs is preferred, we have secured a private, toll-free line for ALL team members and client needs:
1-833-548-0044
Here is your PowerPoint PDF from the training video above:
Below you will find your Manning Silverman Tri-Fold PDF links:
Next, we have your copy of the January 2024 client webinar video:
You can see that client webinar replay here
Each of these links can be sent or shared with clients and prospects by simply cutting and pasting into your email notes.
This section highlights your video links which help you tell the market-leading, Manning Silverman expansion story:
The link above, and those which will follow, can be shared by simply copying and pasting into a note to the client or prospect.
The Barbell Economy Portfolio Management Process
Each quarter there will be updated links placed here for all team members. These links will provide complete data, insights and cumulative results for clients to see and understand the depth and value we deliver to them as a team. As the data will show you in the links below, updated each quarter, the impact over a lifetime can carry significant value:
TRU Manning Silverman Barbell Portfolio Compound Composites end of 2023
Help Clients Reach Their Goals
As a Team, We Will Build That Pathway - and then Keep Them On It
All Rights Reserved 2024. Demogronomics©
The information contained in these notes and the associated program has been provided as general market commentary and is for education and information purposes only. It does not constitute any form of advice nor recommendation to buy or sell any securities or adopt any investment strategy mentioned therein - and should not be taken as such. It is intended only to provide observations and views of the author(s) at the time of writing, both of which are subject to change at any time without prior notice. The information contained in the commentaries is derived from sources deemed to be reliable but its accuracy and completeness cannot be guaranteed. The material does not give regard to specific investment objectives, financial situation and/or the particular needs of any specific person who may read it. It is directed only to professional investors as defined by the rules of the relevant regulatory authority. Any views regarding future prospects may or may not be realized. Past Performance is never a guarantee of future results. Any investment can and does carry substantial risk. Please consult your advisor before making any investment decisions as nothing in these presentations is intended to be, shall be deemed or perceived as personal investment advice in any jurisdiction. Fee-Based Financial Planning and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.