Experience a partnership that prioritizes your future and empowers your decisions. Our tailored approach ensures your goals are met with precision and care. Unlock your financial potential with expert wealth management and tax strategies.
Design personalized income plans that ensure financial stability for a comfortable retirement. We focus on strategies that align with your lifestyle and financial goals, securing your future.
Leverage expert guidance to optimize your investments and build lasting wealth. Our tailored approach considers your unique risk tolerance and objectives, delivering peace of mind.
Minimize your tax liabilities through effective planning and strategies. We help you navigate complex tax regulations, enhancing your overall financial returns with expert insights.
Preserve your wealth for future generations with comprehensive estate planning. We provide strategies to ensure your assets are distributed according to your wishes while minimizing tax burdens.
Prepare for potential healthcare needs with tailored long-term care strategies. Our team helps you understand options, ensuring you receive the best care while protecting your assets.
Maximize your retirement benefits with strategic planning tailored to your needs. We navigate the complexities of various retirement accounts, ensuring a secure and prosperous retirement.
We uphold honesty and transparency, ensuring you can trust our guidance completely.
We design tailored strategies that precisely meet your unique financial needs.
We leverage our extensive knowledge to navigate complex financial landscapes effectively.
We build long-term relationships, consistently prioritizing your financial success above all.
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CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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