
The Studemont Group, LP is a firm created to provide clients with a conservative asset approach in these volatile economic and financial times. They accomplish this by suggesting alternative options to the traditional stock market investments, as well as allowing clients to avoid becoming a “slave to the lender” by establishing private banking solutions.
The Studemont Group, LP is dedicated to educating & equipping older Americans in the protection of their investments & savings from loss through market corrections, estate taxes, probate court, or an extended illness. In the pursuit of each of these activities, we place the highest importance on personal & business ethics, scrupulous professionalism, vigilant confidentiality, and the extension of public knowledge on current issues affecting seniors & their heirs.
IRA, 401(k) OR 403 (r) rollovers, Risk Mitigation and Reduction, Fixed Index Annuities, Revocable and Irrevocable Trusts, IRA Inheritance Trusts, Long Term Care Planning, Wealth Transfer Maximization Strategies, Inheritance Tax Planning/Funding, Charitable Gifting Strategies, Annuity Analysis/Review/1035 tax-free exchange, College Funding by Grandparents
Specialties
IRA, 401(k),403(r), Risk Mitigation/Reduction, Fixed Index Annuity, Revocable/Irrevocable Trust, IRA Inheritance Trust, Long Term Care Plan, Wealth Transfer Maximization Strategy, Inheritance Tax Planning/Funding, Charitable Gifting Strategy
Fixed indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Market Indices do not include dividends paid on the underlying stocks, and therefore do not reflect the total return of the underlying stocks. Clients who purchase indexed annuities are not directly investing in a stock market index. Taxable amounts withdrawn prior to age 59 1/2 may be subject to a 10% IRS penalty in addition to ordinary income tax. Withdrawals are not credited with index interest for that term. Withdrawals in excess of the free amount are subject to withdrawal charges, and a market value adjustment, which may result in the loss of principal if taken during the first several years of the contract. You should consider a fixed index annuity’s risks, charges, and expenses carefully before investing. Fixed index annuities often have features such as limits on the rate of return available, and minimum guaranteed rates of return.
Investment Advisory services are offered through Alphastar Capital Management, a SEC Registered Investment Advisor.
Alphastar Capital Management, LLC and The Studemont Group, LP are independent entities.
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