The IRA Rmd Resolutions TM

02/04/2020

https://www.kiplinger.com/article/retirement/T003-C032-S014-deferred-annuities-can-deliver-major-tax-advantage.html

To take full advantage, pick the right type of annuity and take care to set up your beneficiaries correctly.

05/21/2019

😟Don’t Be Broke At Retirement!

👀‼️Free Financial Assessment With FLORIDA’s Trusted Fiduciary ‼️��

🔥Planning your financial security puts you ahead of the majority of Americans who don’t have a lifetime financial plan.

Most people’s financial future looks bleak:
✅1 in 3 baby boomers have less than $1k saved.

✅stock ownership is at an all-time low.

✅interest rates on our savings hover near 0%.

✅and fewer than 1 in 4 trust in the financial system.

I can’t say that I blame them. My name is Lo Paul and I’ve served the city of Naples for the last 15 years as a financial advisor with my commitment to act in my client’s best interests.

Sadly, this is not always the case in my industry. So it’s not surprising that most Americans don’t have a trusted financial advisor that they can turn to for help.

All while, the financial landscape has expanded to a massive scale:
✅over 10k mutual funds.
✅hundreds of global stock exchanges to choose from.
✅and more and more complex investment that most people even know how to navigate.

Would it help to off-load the overwhelm,and assess your financial future with a trusted advisor? Better yet, a fiduciary with 15 years of experience?

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can put together a roadmap to help you achieve your goals.

Click below to take the 60 second survey and schedule a free financial assessment today to get a step closer to securing a financial future you can feel good about.
http://bit.ly/2Vs8d5w

05/21/2019

👀‼️Free Financial Assessment With FLORIDA’s Trusted Fiduciary ‼️��

🔥Planning your financial security puts you ahead of the majority of Americans who don’t have a lifetime financial plan.

Most people’s financial future looks bleak:
✅1 in 3 baby boomers have less than $1k saved.

✅stock ownership is at an all-time low.

✅interest rates on our savings hover near 0%.

✅and fewer than 1 in 4 trust in the financial system.

I can’t say that I blame them. My name is Lo Paul and I’ve served the city of Naples for the last 15 years as a financial advisor with my commitment to act in my client’s best interests.

Sadly, this is not always the case in my industry. So it’s not surprising that most Americans don’t have a trusted financial advisor that they can turn to for help.

All while, the financial landscape has expanded to a massive scale:
✅over 10k mutual funds.
✅hundreds of global stock exchanges to choose from.
✅and more and more complex investment that most people even know how to navigate.

Would it help to off-load the overwhelm,and assess your financial future with a trusted advisor? Better yet, a fiduciary with 15 years of experience?

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can put together a roadmap to help you achieve your goals.

Click below to take the 60 second survey and schedule a free financial assessment today to get a step closer to securing a financial future you can feel good about.
http://bit.ly/2Vs8d5w

01/20/2019

Do Believe You There Will Be Another Financial Catastrophe Like 2008 And 2009? Do You Want What Happen Then To Happen Again?

05/15/2018

Managing your required minimum distribution while keeping your retirement under locking key.

Take your RMD’s protect your principal and be guaranteed a minimum of 4% compounded growth.

05/15/2018

The IRA Required Minimum Distribution must be made once you you become 70 and Half.

The penalty can be 50% of your required minimum distribution.

The IRA RMD Resolution will Manage your rmd while providing safety, security and a minimum of 4% compounded growth to your beneficiaries.

If you’re interested in Schedule a DEMO below this post comment “DEMO”. We’ll send you the next step or call 239-732-5740 ask for Lo Paul.

05/04/2018