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Investing Your Money Wisely

Investment Planning

  • Projecting your Retirement Income Needs
  • Low-Risk Investment Strategies
  • Retirement and Pre-Retirement Planning
  • Wealth Building Programs
  • Tax Effective Investing
  • Tax/Deferral/Tax Shelter Ideas
  • Investing for Safety, Income or Growth
  • Creditor Protected Investing
  • Advantages of Leveraging * (Borrowing to Invest)
  • Estate Planning Strategies
  • Creating Tax-Free Income in Retirement

Insurance Planning

  • Needs Analysis for Life, Accident & Sickness, Critical Illness and Long-Term Care Insurance
  • Existing Insurance Policy Analysis and Evaluations
  • Creating a Tax-Free Income using Insured Retirement Programs
  • Estate Planning Needs Analysis: Solving Capital Gains Tax Problems, Business Succession and Family Law Act Problems with Insurance
  • Business Insurance and Employee Benefit Programs
  • Insurance Product Education
  • Triple After-Tax Retirement Income with Insured Annuity Programs

*Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.