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THE PRESIDENTIAL DIFFERENCE

Presidential is not Wall Street

Presidential Brokerage is approaching its twenty-year mark. We are not Wall Street, but instead are aligned with Main Street. We are small business, and support small business and families, and we understand the many challenges facing them in today's frantic and confusing world. We choose financial products and services based on quality and performance, not greed or self interest. We work with families and businesses and help them to build a solid plan for the future. Since our founding in 1991, there have been profound changes throughout the financial services industry and society as a whole. Together, over the past two decades, we have witnessed maturing of the baby boomers, war time, peace time, booms and bubbles, good times and bad times.
The financial landscape — with new, innovative products and solutions — has changed as well. Looking back at the last 10 years (some have called it the "lost decade") we see that what worked for the last 50 years (buy-and-ignore, static asset allocation) has been severely called into question. We believe a more agile, tactical approach to investing is needed in this frustrating market environment that has been manipulated and where jolting volatility regularly occurs due to big firm flash- and computer- program trading for self gain.

Today's more serious side to money matters

Today there is a more serious side to money matters than ever before. It’s not simply about accumulating assets today — it is about designing ways to preserve and protect your assets wisely. Our focus is on helping you fully enjoy healthful and prosperous retirement years, and help make sure that you will pass more of your hard-earned wealth on to your family— and keep Uncle Sam from being first in line to inherit your retirement funds when the time comes.

Robbers of your wealth

The great three robbers of your wealth are taxes, inflation, and the too-big-to-fail mindset of regulators and the government. With rising taxes — in an environment where already an estimated 42% of a retiree’s budget is consumed by taxes, and 80 million baby boomers approaching retirement, the need for an advisor who is trained in the complex rules of retirement account distribution is very important. While nearly all other financial services firms focus solely on the accumulation phase of your investing life, at Presidential we are also concerned about the second half of the game ... the distribution phase where you access and use your financial resources.
Our goal is to be a leading source of retirement distribution planning to help you with those challenges. The Presidential retirement navigation system will help you protect and enjoy what you’ve spent a lifetime accumulating, from excessive taxation. And when you are finished using your retirement funds- your legacy is handed intact to your beneficiaries as you intended.

Discovery Session

If you are like many people, it is sometimes hard to know where to begin – to start taking those small steps that can lead to major outcomes in your future financial life. Here's our simple and straightforward suggestion: Let's start with a Discovery Session to get to know you, your successes and challenges, and to help you develop a dynamic life plan. This may include the review of beneficiary designations, insurance policies, retirement account conversion analysis, custodial reviews, document consolidation, and a liquidity evaluation.
Begin right now. To get started email us at webreply@presidentialbrokerage.com  or call us at 303-694-1600 to set up your own Discovery Session.

Ten Questions To Ask Your Advisor

Presidential Brokerage does not provide legal and tax services. We refer to professionals who do in cases where our clients need these services. Not all of our advisors are the same; however our company goal is ongoing training with successful third party resources in the complex tax code governing retirement savings. Virtually all retirement money is distributed according to what is commonly referred to as “IRA distribution rules”. These are among the most complicated rules in the entire U.S. tax code, IRC 590. This training requires consistent and ongoing effort by advisors to stay current with the ever changing environment.