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Qualified Plan Services

For the qualified plan sponsor or individual investor, we offer a flat fee consultation service or hourly rate that stays the same forever no matter how much money your account is worth or no matter how much greater the assets in your plan platform grow. 

We hope you will think about that.

As your account grows over time, the amount you pay for our service doesn’t increase.  Initially our work together will concentrate on a complimentary and confidential cost analysis to learn immediately how much money you can save on plan costs right up front, including the expenses associated with the investments in your plan or account. 

To get started

  • You simply fax back or email us a recent account statement (dated within 90 days), with your contact information. Fax: (727) 614-8755 Email: Brian@bwadvice.com
     

  • We will review your account and holdings and provide you with our complimentary analysis at no cost to you. 

If from our initial findings you would like to have us get started on our work together, you can review our simple consulting agreement ahead of time, which you can cancel at anytime, for no penalty whatsoever. 

The risk is all on us, as it should be.  Instead of all on you for a change.

To upload your statement for our review, email us a pdf at Brian@bwadvice.com and click here to leave your contact information or to ask for additional details

Annuities are long-term investments. Guarantees are subject to the claims paying ability of the issuing insurance company. Annuities contain mortality, expense charges, account fees, management and administrative fees, and charges for features and riders. Additional fees apply for living-benefit options. Investment restrictions may also apply for all living benefit options. Violating the terms and conditions of the annuity contract may void guarantees.

Withdrawal of earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal tax penalty. Withdrawals can lower the cash value and decrease death benefits. Surrenders before the end of the annuity’s term can result in a loss of principal.

 

The sub-accounts in a variable annuity fluctuate with market conditions and when surrendered the principal may be worth more or less than the original amount invested.  NOTE:  NEXT does not provide legal or tax advice.

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.

To view NEXT Financial Group, Inc.'s privacy policy and other important information, visit the "Customers" section of www.NEXTfinancial.com.

Brian L. Wettlaufer Inc Investment Management, 5930 Main Street, Williamsville, NY 14221.  Securities and investment advisory services offered through NEXT Financial Group Inc.  Member: FINRA/SIPC Brian L. Wettlaufer Inc. Investment Management is not an affiliate of NEXT Financial Group Inc.  NEXT does not provide tax or legal advice.

Securities  and Insurance licensed in CA, NY, DE, GA, FL and MI*. 
*MI registered for Securities only.

Check the background of this firm and investment professional on FINRA's BrokerCheck.

© 2016-2017 Brian Wettlaufer, Inc.

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