Personal Accumulation

Personal accumulation planning involves improving your personal balance sheet by addressing the following key issues:

Key Issues:

	Income Tax - Tax avoidance, deferral and conversion (changing ordinary taxes to capital gains) techniques permit the client to use the government's money to create additional income and capital which, in turn, contribute to financial independence.
	Investment - Minimizing unnecessary risks, creating successful investment strategies and using effective investment selection and management techniques is the key to maximizing wealth accumulation.
	Retirement - All planning leads to financial independence. The client must convert monthly income needs, at retirement, into a capital equivalency - accounting for life expectancy, income taxes from each type of investment and retirement plan and inflation. Existing assets must be factored into the calculations. Then, strategies must be created and deployed to eliminate capital shortages.
	College Funding - Most parents do not know how to complete the forms, word the letters or negotiate between interested colleges to effectively access the billions of dollars of college endowment funds begging to give your child money for college. In conjunction with our affiliate, Circle of Neighbors, over 10,000 children have received funding from our programs over the past 15 years. We get the funding for your child regardless of your assets or income level ! Also, state 529 Plans have been greatly expanded for 2002 and beyond.

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I am particularly interested in the following PERSONAL ACCUMULATION services:

	Income Tax Planning
	Investment & Portfolio Review
	Retirement & Financial Independence
	College Funding, Scholarships & 529 Plans

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc. All other financial planning services are offered through Financial
Dynamics, LLC. Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated. Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.

Key Issues:

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Send mail to Rob Leanza with questions or comments about this web site. Copyright © 2007 Financial Dynamics, LLC. All Rights Reserved. Last modified: May 26, 2008.

Send mail to Rob Leanza with questions or comments about this web site.
Copyright © 2007 Financial Dynamics, LLC. All Rights Reserved.
Last modified: May 26, 2008.