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Proto & Alsworth Wealth Management, LLC
We provide comprehensive wealth management services including customized asset allocation, professionally managed separate accounts, financial
| Address | 8 Denison Parkway East Corning, NY 14830-2638 |
| Phone | (607) 973-2665 |
| Website | www.protoandalsworth.com |
"Taxed" by Self-Employment?
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Documenting Your Charitable Gifts
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The Fed: A Driving Force on the Economic Scene
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529 Plans: A College Savings Alternative
A Savings Plan That Pays for More Than Just College
Alphabet Soup: ILITs and the GST
Caregivers May Qualify for Tax Credits
Children May Need to Be Informed
Dividing the Family PieAre Equal Slices Best?
"Living Value"The Other Side of Life Insurance
Assigning Your Life Insurance Policy
COBRA: Continuing Health Care Coverage after Employment Ceases
Assessing Portfolio Risk
Know Your Risk Tolerance
Playing the Field with Variable Annuities
Becoming a Financially Savvy Single Mother
"Smoothing the Course" for Retirement Saving
Adult Day Care Provides Relief and Companionship
Americans Remain Confident about Retirement, but Are They Ready?
Good Debt vs. Bad Debt
Claiming the Medical Expenses Tax Deduction
Checklist for Meeting
Commentary & Articles
We provide comprehensive wealth management services including customized asset allocation, professionally managed separate accounts, financial planning, tax services, insurance and estate planning. Our advisors are well credentialed professionals, not merely sales representatives. We work together to leverage our experience and provide the highest level of service to our clients.
Our Commitment is to manage your assets as if they were our own and to maintain absolute integrity, transparency, confidentiality and professionalism. We are dedicated to our clients and we take seriously the responsibility that has been entrusted with us at Proto & Alsworth Wealth Management, LLC.
We offer comprehensive services to clients with a minimum of $250,000 in assets. We also offer consulting services on an hourly basis.
Louis@PROTOandALSWORTH.com
Shane@PROTOandALSWORTH.com
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value
529 Plans: Helping Employees Save for Education
Complexity Reigns When Claiming a Charitable Deduction
Documenting Your Charitable Gifts
Subtract Inflation and It All Adds Up!
The Fed: A Driving Force on the Economic Scene
Taxing Issues for Education
529 Plans: A College Savings Alternative
A Savings Plan That Pays for More Than Just College
Alphabet Soup: ILITs and the GST
Caregivers May Qualify for Tax Credits
Children May Need to Be Informed
Dividing the Family PieAre Equal Slices Best?
"Living Value"The Other Side of Life Insurance
Assigning Your Life Insurance Policy
COBRA: Continuing Health Care Coverage after Employment Ceases
Assessing Portfolio Risk
Know Your Risk Tolerance
Playing the Field with Variable Annuities
Becoming a Financially Savvy Single Mother
"Smoothing the Course" for Retirement Saving
Adult Day Care Provides Relief and Companionship
Americans Remain Confident about Retirement, but Are They Ready?
Good Debt vs. Bad Debt
Claiming the Medical Expenses Tax Deduction
Checklist for Meeting
Commentary & Articles
We provide comprehensive wealth management services including customized asset allocation, professionally managed separate accounts, financial planning, tax services, insurance and estate planning. Our advisors are well credentialed professionals, not merely sales representatives. We work together to leverage our experience and provide the highest level of service to our clients.
Our Commitment is to manage your assets as if they were our own and to maintain absolute integrity, transparency, confidentiality and professionalism. We are dedicated to our clients and we take seriously the responsibility that has been entrusted with us at Proto & Alsworth Wealth Management, LLC.
We offer comprehensive services to clients with a minimum of $250,000 in assets. We also offer consulting services on an hourly basis.
Louis@PROTOandALSWORTH.com
Shane@PROTOandALSWORTH.com
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value
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