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Donald J. Puff, Financial Advisors
Investment Advisory Services
We offer personal, professionally managed accounts through our registered investment
advisor, GWN Asset Management.
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I need a Financial
Advisor! |
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| GWNs Strategic Allocation Management (SAM) account is offered
with a choice of risk tolerances which help you simplify the
mutual fund selection process. SAM continually monitors economic
and market conditions through sophisticated computer modeling. Our
investment committee will then make portfolio recommendations
based on these changes in the marketplace. SAM will automatically
reposition or re-balance your accounts in accordance with the
model selected and will provide you with a consolidated statement
as well as market updates. For tax-qualified accounts, we offer
custodial services through our relationship with Colonial Bank, N.A. |
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Tax Sheltered Services
GWN offers specialized services for individuals who qualify for
programs under IRS Section 403(b). We have direct payroll deduction access
for schools, colleges, hospitals and non-profit employers throughout the
U.S. We have the experience and expertise to provide personalized Maximum
Exclusion Allowance (MEA) calculations. We also offer a self-directed TSA
custodial account through our custodial bank, Colonial Bank, N.A.
Our custodial plan consolidates all of your holdings under one common
plan, providing you with consolidated reporting and allowing you to
maximize your plan through our TEFRA loan provision**. |
Mutual FundsGWN offers one of the largest selections of mutual funds
available--over 2,500 funds from over 100 fund families*. |
Fixed and Variable Annuities
Donald J. Puff, Financial Advisors is associated
with one of the top annuity marketing organizations in the nation. GWN in association with BISYS, a national
annuity marketing and administrative company,
provides some of the most
competitive fixed annuities and represents over 30
insurance companies for their variable annuity products*. |
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Managed Accounts
An array of independent investment managers for private managed
accounts is available. You may choose from a variety of prominent
investment managers. Minimum account size may be applicable*.
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Account Protection Services
GWN Securities is a member of the
Securities Investor Protection Corporation (SIPC). Securities in your
account protected up to $500,000. For details, please see
www.sipc.org.
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| Insurance Donald J. Puff, General
Agency specializes in life, disability, and long-term care insurance to meet your
financial planning needs.
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| *For more complete information about the securities offered, including
charges and expenses, contact
GWN Securities and request a prospectus. Read carefully before you invest or send any
money.
**Penalties may apply
to withdrawals made prior to age 59 1/2 These rules are complex and contain many
conditions and exceptions. Therefore, it is suggested that you consult with a professional
tax advisor before you take a withdrawal from your retirement plan. You can find more
specific information on the tax treatment of payments from qualified retirement plans in
IRS Publication 575 and IRS Publication 590. These publications are available from your
local IRS office or by calling 1-800-TAX-FORM.
A complete description of all fees and
services may be found in the various disclosure statements. Please read these statements
carefully before investing any money. |
On Staff at Donald J. Puff, Financial Advisors:
Chartered Life Underwriter (CLU)
Registered Health Underwriter (RHU)
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