Strategies and Products

Strategies and ProductsHow many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several. There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family. What you may not be aware of is that you could be unnecessarily losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.
Taxable Compound Interest Series E/EE Bonds
Dollar-Cost-Averaging Non-matched IRA or 401(k)
Dividend/Capital Gain Reinvesting 15 Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10 or 20 Year Term Life Policies
Gifts to Minors Long-Term Investing
Tax Deferral Strategies Survivorship Life Insurance
“Buy Term and Invest the Difference” Low Yield Savings Accounts

Click here to see how one of the products listed above may be problematic for your wealth building process.