Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ethos Wealth Group, we have a commitment to excellence in everything we do.
We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
We Are Fiduciaries
The SEC has taken the position that investment advisor representatives, unlike registered representatives, have a fiduciary relationship with their customers, which implies a higher standard of care than what is required of registered representatives. The implication for investment advisor representatives is that if their advice does not meet a fiduciary standard of care, they are vulnerable to litigation. When an investment advisor representative gives investment advice or makes investment decisions on behalf of a customer, the advisor is held to a higher standard that is based not only on caution but also on expertise, and their commitment to a prudent investment process.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.