Broker Check

Strategies And Products

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 unnecessarily be 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 InterestNon-matched Retirement Accounts
Dividend & Capital Gain Reinvestment15-Year Mortgages
Prepaying a MortgageCredit Card Debt
Low Deductible on Insurance10, 20, or 30-Year Term Life Policies
Tax Deferral StrategiesLong-Term Investing
Gifts to MinorsSurvivor ship Life Insurance
Buy Term and Invest the DifferenceLow Yielding Savings Accounts

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

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