NEWS & EVENTS

AMERICAN AIRLINE PILOTS - WEBINAR SCHEDULE
 05.02.13
Jan. 2013 Webinar Links

Welcome to Wyman & Associates!

Working to Help Protect You, Your Family and Business with thoughtful Retirement Planning, Life and Medical Insurance.

American Airline Pilots:  B-Fund update

Expected B-Fund timeline:

Currently B-Fund Election Period - Closed

May 7-21 - Re-open for corrections/Pilots can update, correct or change their election during this period

June 28^th  – B-Fund Assets distributed to participants

We are very proud to offer 3^rd party money managers that have a proven record of protecting client assets in down markets.  In fact, our primary equity manager, Good Harbor Financial, was basically flat for 2008, a punishing year for the S & P 500.   

 After a brief phone call, we can provide your T. D. Ameritrade account number. That’s what you will need for the PBEF.  We can complete the risk assessment for your custom portfolio at your convenience.  And, for a no-obligation proposal, please contact me by email.

 Capt. Fred Dudney, CFP® - fred@wymanassociates.com - (817) 291-6500

Individuals: You cannot escape worry about how to plan today for tomorrow. Talk to Wyman about your needs and together we will develop a caring relationship with you now and throughout your tomorrow.

Business Owners: You are informed about valuable quality investment and insurance options suited to your business. This is information you need to make sound decisions to protect your assets effectively. Incorporating Wyman & Associates into your best business practices, could bring you the peace of mind you are seeking and support your strategic planning. 

To All: Wyman has been helping people for sixty years. Be assured we are here for you and will not disappear after your transaction.
 

Wyman & Associates has a licensed presence in twenty-eight states and has central locations in Washington and Texas.

Pilot Wealth Management	HSA Health Savings Account
Investment Planning & Retirment Concerns	Key Man Insurance Plans
Life Insurance	Cancer Insurance
Fixed & Variable Investment	Medical Insurance for Businesses & Individuals

Contact us today to learn more about how we can be your trusted Investment Professional for your needs.

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