•	Defer paying federal and state income taxes on interest
•	Avoid the cost and delays of probate
•	Increase your after-tax interest income
•	Minimize tax on your social security income
•	Learn the TRUE story about Medicare spend down
•	Ensure that your money will go to those family members you choose and NOT those the probate court chooses
•	Recover loses on your Bond Portfolio
•	Guarantee your interest income will increase if you become disabled
•	Maximize your company's retirement plan
•	Put up to $500,000 Tax-Free in your bank account

We will adapt the above topics to your specific needs.   Let's set the appointment today Our financial analysis is complimentary for our clients.  It takes 45 minutes of your time to see how we can help.  We need to know where you are right now.  To create a map to your financial future in 2008 and into retirement.

 

Wealth Manager of Virginia info@wealth-manager.biz 9291 Laurel Grove RD, Mechanicsville VA, 23116

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