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Appanage (ap-pa-nage)
A privilege granted a person, as by virtue of birth: syn; birthright
As defined, Appanage is synonymous to birthright - your piece of the legacies left by your parents, grandparents, great grandparents and so on. This is our start, just as the spreading oak starts from the acorn:
"Wealth, like a tree, begins with a seed"
Now, our challenge is to build our birthrights and preserve the legacies we will leave for our heirs - this is where Appanage Investments can help.
A privilege granted a person, as by virtue of birth: syn; birthright
As defined, Appanage is synonymous to birthright - your piece of the legacies left by your parents, grandparents, great grandparents and so on. This is our start, just as the spreading oak starts from the acorn:
"Wealth, like a tree, begins with a seed"
Now, our challenge is to build our birthrights and preserve the legacies we will leave for our heirs - this is where Appanage Investments can help.
Services Provided
- Individual Retirement Planning Traditional and Roth IRAs, Variable and Fixed Annuities.
- Business Retirement Strategies SEP and Simple IRAs, single person 401Ks and defined benefit plans.
- College Savings Planning
- Managed Accounts Fee Based Model, minimums apply. Investment Advisory Services.
- Brokerage Services Stocks, Bonds, Mutual Funds, Unit Investment Trusts to name a few!
- Insurance Services Life, Disability, Medicare Advantage.
- Banking Services via the CoreStone account (money market checking, Visa Gold and Platinum debit/ATM card, tax reporting features). Account minimums apply.
Additional Information
- Registered to conduct securities business in Georgia, Florida, Alabama, Colorado and California.
- Registered to provide Advisory Services in Georgia and California.
- Insurance Services provided in Georgia and Florida.
- Securities licenses held: 7, 24, 63, 66.
- Certifications Earned: Accredited Asset Management Specialist, College of Financial Planning.