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Banyan Financial Services - Home

Banyan Financial Services - Home. At Banyan Financial Services, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach. We seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. We are specialists in providing individuals and their families and couples with a structured and customized financial plan. View the featured article.

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Banyan Financial Services - Home. At Banyan Financial Services, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach. We seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. We are specialists in providing individuals and their families and couples with a structured and customized financial plan. View the featured article.

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Banyan Financial Services - Home | banyanfinancialservices.com Reviews

https://banyanfinancialservices.com

Banyan Financial Services - Home. At Banyan Financial Services, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach. We seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. We are specialists in providing individuals and their families and couples with a structured and customized financial plan. View the featured article.

INTERNAL PAGES

banyanfinancialservices.com

1

Our Broker/Dealer

http://www.banyanfinancialservices.com/our-brokerdealer

What is a broker/dealer? A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf. Why Commonwealth Financial Network. Commonwealth is also independently owned an...

2

Risk Management

http://www.banyanfinancialservices.com/risk-management

Risk management is intended to minimize financial and other losses. Potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures. Your last line of defense is insurance. Other protections available under the law. How you manage your business.

3

Market Update

http://www.banyanfinancialservices.com/market-update

Market Update for the Month Ending March 31, 2017. Posted April 5, 2017. Markets continue strong start to year. Technical factors remained positive for all three indices during the month and quarter, with all staying well above their 200-day moving averages since the November election. Investor sentiment continues to be bullish. Economy continues to improve as confidence increases. Figure 1. ISM Composite Index, 2007 2017. Confidence improvements supported by hard data. With the economy improving, here a...

4

Financial Tips

http://www.banyanfinancialservices.com/financial-tips

Test Your Social Security Knowledge. For individuals drawing social security benefits while continuing to work, what are the 2017 annual earnings limits for those (1) between age 62 and full retirement age and (2) in the year of full retirement age, respectively? 15,720; $41,880. 16,920; $44,880. 16,000; $43,500. 16,220; $44,220. View the Financial Tips Archive. Fact vs. Fiction. Giving back always means giving to charity. View the Fact vs. Fiction Archive. A Registered Investment Adviser.

5

Commonwealth Insurance Team

http://www.banyanfinancialservices.com/commonwealth-insurance-team

Our partnership with Commonwealth Financial Network. A leading independent broker/dealer, gives us access to a team of insurance and risk management specialists. Who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization. You can learn more about the Commonwealth team below. Director, Insurance and Annuities. Oversees the annuity and insurance product consultants.

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