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.
|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.
Feel free to fill out the form below and one of our advisors will be in touch shortly.
Securities offered through Triad Advisors LLC. Member FINRA/SIPC. Advisory services offered through Capital Cities Investments. Capital Cities Investments and Paul Harris Financial are not affiliates of Triad Advisors LLC.
Paul Harris is licensed and authorized to conduct life insurance business in Florida. He is also licensed and authorized to conduct securities related business in Florida. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Paul Harris Financial
4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076