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Services
"Be fearful when others are greedy and be greedy when others are fearful."
by Warren Buffett
Solutions for every life stage
Account types we service:
- Private Placement Variable Annuity Unlimited Tax Deferral
- Individual accounts
- Joint accounts
- Traditional, Roth, SEP and rollover IRAs, 401-k, 403-b
- Coverdell tax-free and 529 education savings accounts, (ESA)
- Corporate accounts
- Trust accounts
- Cost-effective variable annuities to defer taxes
- Y.E.S. (Yield Enhancement Strategy) that features monthly dividend reinvestment for individuals with a minimum investment of $10,000
- Y.E.P. (Yield Enhancement Program) that features monthly dividend reinvestment for corporations to achieve the powerful "Dividends Received Deduction".
Investment Options
- Common Stock
- Bonds
- Preferred stocks
- Global Investing
- Broad market indexes
- Global indexes
- Exchange Traded Funds, (ETF’s)
Why Invest?
History has demonstrated the value of investing to counter the three demons; Taxes, Price Inflation, and upon retirement; Required Minimum Distributions, (RMD’s).
