Category: Long-term Care

Efficiency of Strategies

Providing Safe and Intelligent Financial Solutions Efficiency of Strategies refers to the obvious and sometime subtle expenses that rob you of your principal. The largest culprit is the US Government and its taxation. Whenever appropriate, we employ Strategies that are Tax Preference, Tax Deferred, and even Tax Free. By plugging the hole in your investment […]

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Safety of Principal

Providing Safe and Intelligent Financial Solutions Safety of Principal is our cornerstone strategy, and we feel that is the most important strategy that we employ. If you are comfortable with High Risk Investing, we wish you well, but we are not the Firm for you. However, if Safety of Principal is already important to you, […]

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