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Find the Money Falling Through the Cracks

This brief set of questions will help determine if you have made dicisions in the past without a critical fact or discussion or made a decision based on opinions, myth, or misconseption. If you answer yes to one or more of the questions, you can benefit from our 3-Step Review!

If there was a missing fact, myth or misconception costing you money now or in your future, would you want to know about it before making your financial decisions?

If you are currently affected by phantom income taxation, would you like to learn how to reduce or stop this optional tax?

Do you agree that you should quantify all fees and charges in your portfolio so you know the true amount that is being spent, including any unknown and/or undisclosed fees?

In the past, have you made financial decisions without a comprehensive review of taxes, income needs and risk comfort level and thus, missing facts could be affecting your current financial plans?

Would you like to know the 5 critical questions to ask your financial advisors to make sure their recommendations are in your best interest?

Would you like to know about Tax Advantaged Payout and how you might enjoy your money in a more tax advantaged way and perhaps even increase your income?

Do you have an investment loss in your IRA that you cannot deduct?

Would you agree that you would want to know if there were items not covered by your Will and Living Trust that could potentially save significant dollars for you and your heirs?

Would you want to know if you have purchased or avoided investments like REITs, Variable or Fixed Annuities, or Limited Partnerships perhaps based on misinformation or misconception?

Would you like to take control and find the money falling through the cracks in your current plans so you can use that money however you’d like?

If you answered yes to one or more of the questions, you can benefit from our 3-Step Review! Sign up below!
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Phone: 318.387.8918

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130 Desiard Street
Suite 415
Monroe, LA 71201

Investment advisory services offered through Fletcher Financial Group, a State Registered Investment Advisor.

Insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.