Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.
What does this mean for you?
Allgen custodies its clients’ accounts at Schwab Institutional. As we actively manage your investments, there will be no fees charged by Schwab for any trades conducted on your account for one year. This can mean significant savings for you. Depending on the size of the account and amount of trades, you could save thousands of dollars. In addition, you will be reimbursed any fees for moving your account to Allgen Financial Services, Inc. & Schwab from another institution. This makes it a great opportunity to consider moving your account over to us since this offer will most-likely only be available for a limited time.
If you would like to learn more about this offer, and/or consider moving your account over to Allgen Financial Services, Inc., please contact us today at: (407) 210-3888 or toll-free 1(888) 6ALLGEN (625-5436).
If you currently experiencing a disruption in your career, Allgen Financial Services, Inc. has a Toll-Free Hotline at (888) 625-5436 for you to use in order to discuss your specific career and financial situation with a professional financial advisor.
Because so many people are experiencing job layoffs, Allgen has setup a hotline to make the job transition easier by offering advice on how to best make any necessary financial transitions. Your initial consultation is complementary, and is designed to help answer any financial questions you may have.
Allgen Financial Services also has established an RSS feed providing retirement financial information. The feed can be found at http://www.allgenfinancial.com/financialnews/feed. This feed is designed to provide critical information about the economy, financial market conditions, and Allgen’s investment strategy.
Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals, families, and businesses in Windermere, Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence in Windermere, Florida. “We are excited to continue serving the Windermere community,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.
Even though individuals and families in Windermere tend to be more affluent, the economic turmoil has still taken a toll on the Windermere community. Many baby boomers and high-net-worth individuals have lost a significant amount of their retirement savings in the last quarter of 2008.
Investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since many major financial institutions are making significant cuts and layoffs, an independent firm like Allgen is benefiting. It is able to demonstrate bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.
Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, and individuals in career transition or planning for retirement.
For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com
The Greater Orlando Scavenger Hunt was a great success. Congratulations to Team Rumba and Team Awesome for winning 1st and 2nd place. With over 60 people competing for $1,000, this unique event had people scrambling all over Central Florida with their friends, family members, and coworkers. Because of the event’s great success, Allgen Financial Services, Inc. has already starting planning the next scavenger hunt. If you have any interest in participating, sponsoring, volunteering, or being a member of the planning committee.
Hear what participants and committee members are saying:
“I just want to thank you so much for putting together such a wonderful event! We all had so much fun at the Scavenger Hunt and everyone who organized it was so great. Keep up the good work, we will be back next year!” - Participant: Dara G.
“I just want to tell you what a wonderful time I had at the Scavenger Hubt. It is such a great event and really does bring everyone closer. Every clue, challenge, and item was so intricately thought of. I can only imagine all the planning that went in to making the day so special. I really can’t wait until next year’s Scavenger Hunt!” Participant: Nikki R.
“We had such a blast taking part in the Scavenger Hunt event for MS. It was so well organized! Thanks for everything and please let me know how I can help promote it next year.” - Participant: Nicole H.
“I would like to thank you for putting together a great event. I look forward to doing it again next year.” Participant: Jimmy T.
Allgen Financial Services, Inc. and Zynergy will be hosting a large-scale scavenger hunt in Central Florida along with several other area businesses and nonprofit organizations. The event will take place on Saturday, October 25, 2009 from 9:00am to 4:30pm. The primary purpose of the Greater Orlando Scavenger Hunt is to provide an extremely fun way for coworkers, family members, and friends to engage in a full-day community and team building activity. The first place team will win $750.00.
Paul Roldan, CEO of Allgen Financial Services, Inc. says, “We are excited about sponsoring the Greater Orlando Scavenger Hunt. As we advise individuals and organizations on their retirement financial needs, we realize there is a great need for emotional support as well. People need confidence, fun, and encouragement. The Greater Orlando Scavenger Hunt will draw our community closer together by providing a critical morality boost to the people of Central Florida.”
A portion of the events proceeds will be used to support the fight against MS. James Zimbardi, CEO of Zynergy says, “Along with a number of other organizations in Central Florida, we are planning on making this event the highlight of 2008 for those who live and work in our community. People need fun right now. The Greater Orlando Scavenger Hunt is designed to be an exciting way to share in a community building activity while growing closer to friends, family, and coworkers. Fun and excitement is exactly what we plan on providing. We will use creative thinking and technology to captivate and engage the participants of the event. This is an event you will not want to miss!”
For more information about the event, please visit http://scavengerhunt.ning.com
About Allgen Financial Services, Inc.
Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm committed to helping individuals and businesses better manage their retirement related assets. Allgen’s service offers personal retirement planning and employee retirement benefits to organizations. For more information visit http://www.allgenfinancial.com.
About Zynergy
Zynergy is a business consulting firm specializing in helping senior executives with their global business marketing and innovation challenges. Since 1997, Zynergy has been helping organizations to reinvent themselves by creating new ways on how to conduct business. For more information visit http://www.zynergy.com.
About the National Multiple Sclerosis Society
MS Stops people from moving. The National MS Society exists to make sure it doesn’t. We do this through our home office and a 50-state network of chapters by funding more MS research, providing more services to people with MS, offering more professional education and furthering more advocacy efforts than any other MS organization in the world. The Mid Florida Chapter of the National MS Society is honoring their 50th year of providing these services to the community. Join the movement at JoinTheMovement.org or http://flc.nationalmssociety.org.
Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.![[del.icio.us]](http://www.allgenfinancial.com/financialnews/wp-content/plugins/bookmarkify/delicious.png)
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