Archive for the ‘Email Marketing’ Category

Dear «firstname», Do you know where your Pension Plan is? Many people know they have a pension plan, but they’re not quite sure how it works, how stable it is, or exactly how their money is invested. The details are often hazy. Pension plans are also called

Dear «firstname», Are you prepared to retire? It’s never too early to start planning for your retirement. After all, the sooner you begin, the more solid your retirement foundation can become. Many Americans wait too long to begin planning. Often, this is simply because they don’t know

Do you have a financial plan focused on these 5 critical areas? Protection – making sure that your plan can withstand the unexpected. 1      Review and analyze your financial position. 2      Identify any risk exposures and recommend solutions. Estate Planning – providing guidance to help you get

Don’t just invest. Plan to save taxes and grow wealth at once. Integrated wealth management gives you a powerful, synergistic way to create and preserve wealth. That’s the kind of wealth management I bring to business owners, professionals, and their families. My investment management is tax-sensitive, from

Millionaires don’t need middle-class retirement planning. When your net worth is in the millions, you don’t need “off-the-rack” financial planning. You need a financial advisor who can help you plan to a) cut taxes, b) exit your business with the right outcome, and c) transfer your wealth

Who should plan your financial future? Do you want to plan your future with a salesman, or a financial advisor? Many “financial planners” are really financial product salesmen who work for Wall Street brokerages. They work from a sales model. They get a commission when you open

  What if you had to live on 40% less? Did you know that many retirees do? When they combine SSI with their pension, the resulting retirement income is often 30% to 50% less than their final salary. That’s why so many mature investors are choosing annuities.

Why let your SSI be taxed two or three times? Middle-class retirees need to make the most of every financial decision. Making the right decisions with your Social Security dollars and making sure you’re not contributing more than your fair share to Uncle Sam can improve your

Affluent? Yes. Confident? No. Many affluent people are secretly worried about outliving their money. They’re afraid that when they’re 70 or 75, they won’t have financial security. That’s why I work to find financial solutions to the issues in people’s lives, and plan to help protect their