It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Investment Advisory Representative.
I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust IAR?
Investment Advisory Representatives are not here to sell, but to guide.
Investment Advisory Representatives are not tied to any specific family of funds or investment products.
Investment Advisory Representatives are here to serve your interests – no one else’s.
We Will…
Identify your needs.
Get detailed information about you, in order to better offer you advice.
Determine what your objectives are.
Evaluate your current financial state.
- Assets versus Liabilities.
- Cash inflow versus Outflows.
- Your Needs versus Your Wants.
Determine a financial plan that is tailored to you.
An ongoing review of performance.
Implement a financial plan.
Wealth Management
Tax Advisors
Insurance Services
Weekly Market Commentary
Weekly Market Commentary
-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their assessment of US equities and...
Weekly Market Commentary
-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada, Mexico, and China. The announcement that...
Weekly Market Commentary
-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada, Mexico, and China. The announcement that...
IRA Blog
Surprise! You May Still Be Eligible for the Stretch IRA
By Sarah Brenner, JD Director of Retirement Education The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs inherited by non-spouse beneficiaries. However, the SECURE Act does allow...
IRA Trivia: Missed RMD or Excess Contribution?
By Andy Ives, CFP®, AIF® IRA Analyst Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD). This person requests that his entire 401(k) plan balance be directly...
Inherited Roth IRAs and Qualified Charitable Distributions from SEP IRAs: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as it relates to a pre-tax IRA conversion to a Roth IRA. My client is a 95 year-old woman who has a...
Market Review and Outlook
Surprise! You May Still Be Eligible for the Stretch IRA
By Sarah Brenner, JD Director of Retirement Education The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs inherited by non-spouse beneficiaries. However, the SECURE Act does allow...
IRA Trivia: Missed RMD or Excess Contribution?
By Andy Ives, CFP®, AIF® IRA Analyst Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD). This person requests that his entire 401(k) plan balance be directly...
Weekly Market Commentary
-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their assessment of US equities and...
A Legal Fiduciary Responsibility
As a Investment Advisory Representative, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
Alan Mott is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management. As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Mott Investment Services, LLC and JWC/JWCA are unaffiliated entities., an SEC Investment Advisory Representative that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
If you have market based investments and are not happy with your performance, or you feel you are paying too much in fees I have announcement just for you; I am happy to announce my partnership with Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Mott Investment Services, LLC and JWC/JWCA are unaffiliated entities., a SEC Investment Advisory Representative that specializes in building actively managed investment portfolios based on your goals and objectives.
FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.
As a fiduciary, we are not paid commissions. Rather we are incentivized to grow your portfolio. The more you grow, the more we grow.
The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements. Instead of being constrained to a “fixed mix” of asset classes, FIA employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes and, if needed, move to cash.
In the past, I have helped your family with income planning or other insurance planning, I now look forward to discussing the rest of your financial picture and working with you on a comprehensive solution to help your reach your full financial potential. Please give me a call to schedule an appointment.
Our Services
We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.
Book a FREE Consultation Today! (800) 259-1001
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Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Mott Tax Advisory Services/Mott Investment Services, LLC and JWCA are unaffiliated entities.
For a copy of JWCA’s Form CRS or JWCA’s disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.