Clint Potts, AAMS©, AIF©

Clint Potts, AAMS©, AIF© Clint Potts, AAMS©, AIF© Clint Potts, AAMS©, AIF©

Clint Potts, AAMS©, AIF©

Clint Potts, AAMS©, AIF© Clint Potts, AAMS©, AIF© Clint Potts, AAMS©, AIF©
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Services Offered

As an independent Wealth Manager, I am able to offer a variety of account types and investments. Below you will see a brief description of some options. 

Account Types

Advisory or Separate Managed: Fee-based account; fee is collected quarterly or monthly as a percentage of account value. More than 400 institutional money manager available. Minimum advisory account balances start at $10,000.

Traditional Brokerage: Transaction fee account; fee(s) charged can vary with transaction and the investment purchased - at the time of purchase or sale. 

Investments

Retirement Planning

Retirement Planning

  • Equities


  • Mutual Funds


  • ETFs


  • .UITs

Retirement Planning

Retirement Planning

Retirement Planning

Individual:

  • IRAs


  • Roth IRAs 

Business:

  • 401k, 403, 457, SoloK


  • SEP, SIMPLE IRAs


  • Profit Sharing


  • ESOP


  • Defined Benefit

Insurance

Retirement Planning

Fixed Income

 Term


Indexed Universal Life (IUL)


Guaranteed Universal Life (GUL)


Universal Life (UL)


Variable Universal Life (VUL)


Whole Life

Fixed Income

Education Savings

Fixed Income

  • Government Bond


  • Corporate Bonds


  • Municipal Bonds


  • Certificates of Deposit (CDs)

Education Savings

Education Savings

Education Savings

  •   529 Plans 

Annuities

Education Savings

Education Savings

  • Variable


  • Fixed


  • Immediate

 Securities offered through Sigma Financial Corporation, a registered broker/dealer. Member FINRA & SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation. 

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