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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How to help determine life insurance needs to provide for your family after you pass away.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the economy's cycles can help put current business conditions in better perspective.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Bonds may outperform stocks one year only to have stocks rebound the next.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.