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.


STRATEGIES

PRODUCTS

Taxable Compound Interest Series E/EE Bonds
Dollar Cost Averaging Non-matched Retirement Accounts
Dividend & Capital Gain Reinvestment 15-Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10, 20, or 30-Year Term Life Policies
Tax Deferral Strategies Long-Term Investing
Gifts to Minors Survivorship Life Insurance
Buy Term and Invest the Difference Low Yielding Savings Accounts

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


Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK),  Registered Investment Advisor,  Member FINRA/SIPC – Eight Tower Bridge, 161 Washington Street,  Suite 700 – Conshohocken,  PA 19428  610-771-0800.  **1847Financial is not affiliated with Hornor, Townsend & Kent, LLC  **Neither Michael Gaudino nor HTK/1847 provide legal or tax advice.

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