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| Retirement
Enjoy the Fruits of Your Labor Without Sacrificing
Today's Lifestyle
Risk
As the baby boomers retire and life expectancies continue
to rise, traditional retirement plans like social security
and government or corporate pensions will be strained to meet
their obligations. More progressive planning is required to
assure yourself an enjoyable retirement.
I Will Help You:
- Build a larger nest egg
- Avoid the hidden 70% tax trap of retirement funds, IRAs
and variable annuities
- Protect your funds from lawsuits, taxes, and loss of principal
- Protect yourself from outliving your retirement funds
- Protect your family from the financial difficulties which
result from premature death or disability
I May Utilize:
- Profit sharing plans
- Defined benefit plans
- 412(i) fully insured defined benefit plans
- Nonqualified plans
- and other advanced strategies
Get Started!
We are ready to help you with
Business
Planning, Retirement, Income
Tax Strategies, Estate Planning,
Life Settlements, Premium
Finance Life Insurance and more. Contact
us now. |
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Life Settlements - A
Valuable New Asset Class: Life Insurance Policies
For seniors, a life insurance policy can offer much more than just
a death benefit, it can be a high-performing financial asset. Learn
more about Life Settlements
Premium Finance Life Insurance - Barclays Capital
Managementenables seniors the opportunity to improve their financial
situation without any out-of-pocket cost to themselves, their family,
or their estate. Learn
more about Premium Finance Life Insurance
Barclays Capital Management, LLC
Mark S. Fineberg, CPA, CWPP, CAPP
1012 Tyler Drive
Newtown Square, PA 19073
(610) 558-3337 |
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