Strategies & Products
What if, the products and strategies below, were causing you to unnecessarily lose a significant amount of money and protection benefits over your lifetime. If that were the case, when would you want to know about it? There are many advantages and disadvantages of each, and you deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.
Taxable Compound Interest
Reinvesting Dividends and Capital Gains
Dollar Cost Averaging
Tax Deferral Strategies
529 Educational Plans
Low Deductibles on Insurance
Gifts to Minors
Irrevocable Trusts funded with Life Ins.
Non- Matched Retirement Accounts
15 Year Mortgages, Prepaying a Mortgage
Credit Card Debt
10, 20, or 30 Year Term Life Policies
Survivorship Life Insurance
Low-Yield Savings accounts