PLANNING BY DESIGN FINANCIAL
HAS CREATED A SERIES OF WORKSHOPS DESIGNED
TO EDUCATE YOU ABOUT RETIREMENT AND HOW TO
CREATE CONFIDENCE IN YOUR FUTURE.
LEARN ABOUT THESE OPTIONS AND MORE.
-THE POWER OF ZERO-
-HOW TO CREATE YOUR OWN PENSION-
-IS A ROTH RIGHT FOR YOU?-
-IS YOUR CONTRIBUTION BEING MATCHED?-
-DOES A QLAC MAKE SENSE?-
-COLLEGE SAVINGS PLAN-
-GUARANTEED LIFETIME INCOME-
-THE USE OF GOLD AND SILVER-
STRATEGIES DESIGNED TO WORK FOR YOU!
A PLAN SHOULD CONSIDER THE IMPORTANCE AND
PRIORITY OF EACH GOAL. WE BELIEVE MANY
RETIREMENT PLANS FAIL BECAUSE THESE PRACTICAL
POINTS WERE NOT SUFFICIENTLY CONSIDERED.
*Guarantees provided are based on the claims
paying ability of the issuing company.
101 E. Park Blvd. Suite 202 Plano, TX 75074
The information presented here is not specific to any individual's personal circumstances. Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of AZ,TX,and NM. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor.
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