Peace of Mind - Quality of Life - Lifestyle Security - Financial Security and Independence
To speak with an Advisor, please call 954-336-1907 or email Norman@RussellEquityAdvisors.com. We look forward to hearing from you!
Inflation and Taxes are the two biggest drags on your equity. In addition, if the Growth of your equity does not keep up with Inflation, you are losing Purchasing Power! Simply put, you will have difficulty paying for things at an increased price tomorrow!
It is best to have your equity in a place where it is: 1) growing Tax Deferred (not being taxed on an annual basis e.g. 401k, IRA), 2) guaranteed NOT to lose any money, 3) in a position to earn potential double digit returns (win the battle against Inflation), 4) available Tax Free at Retirement, and 5) does NOT impact the taxes on your Social Security benefits.
We can help you achieve these goals with innovative and creative financial planning techniques tailored to your particular situation. We offer a wide array of products from a variety of carriers. Our high-quality service assures you personal attention and quick turnaround. At Retirement, it is not how much you have, but how much you have to spend!
"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1." ~~~~~~ Warren Buffett.