www.financialadvisorhouston.com Trippon Wealth Management Group is an investment advisory firm that helps a select group of clients make smart decisions about their money. James Trippon, the principal of the firm, understands the unique needs of accredited investors, and has developed a specialized practice working with these clients. Our firm is dedicated to developing long term client relationships built upon a foundation of integrity, trust and service. We dedicate ourselves to focusing on our clients investment goals, creating a quality of life that reflects their core values. Trippon Wealth Management Group specializes in the following Investment Management Services Financial Planning Services Retirement Planning Services Family Office Services Our investment philosophies were designed to not only facilitates a successful relationship initially, but to accommodate lifes changes as they occur throughout the relationship. Give us a call at 713-661-1040 and lets start a conversation on how we can put our experience to work for you, TODAY!
John Pollock Financial, Phone #972-396-0449, www.johnpollockfinancial.com John Pollock Financial Advisor John Pollock talks about investing on Products that you have had an experience.
In The Effective Investor I reveal the big secrets that are killing the return in most people’s portfolios. Thousands of people own mutual funds, yet never learn these secrets. Most investors have done poorly over the past 20 years—and at the same time have seen their cost of living increase nearly sixty percent faster than their investment portfolios. If you are dissatisfied with current lackluster performance, then you need to read my book. For more information visit my website at – www.TheEffectiveInvestor.com or for your FREE consultation and a FREE book — call 801-545-0696 to schedule an appointment NOW! http www.TheEffectiveInvestor.com
www.eaglestalent.com -Eagles Talent Speakers Bureau presents Ed Slott. To book speaker Ed Slott, visit his speaker profile page. Ed Slott was named as “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Mr. Slott regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, Insurance Professionals, Financial Planners, Trust Companies, Banks, CPAs and Attorneys.
James Lange, CPA/Attorney and best-selling author of “The Roth Revolution: Pay Taxes Once and Never Again,” discusses the Roth IRA Conversion, potentially one of the most powerful tools in retirement and estate planning.
Designed specifically for the intuitive touch screen navigation of the iPhone, Retire Logix uses innovative sliders and charts to forecast an individual’s retirement situation via an easy to use touch-screen graphical user interface. Retire Logix shows how various sources of retirement income can cover in investor’s needs and wants during retirement. Using a compelling “Money Capsule” visual display and “Retirement Timeline” charts to showcase the analyses’ results, users can easily change assumptions such as annual retirement spending, retirement age, social security contributions, asset values, inflation and other inputs at the touch of a finger to create a simple retirement projection. The results will show dynamically whether an investor is on track or not for their retirement goals and the impact that changes in the markets, their personal situation, and other factors can have to help them better plan for their future.
Visit us at: www.johnhancockfinancialnetwork.com Laurence Plummer appreciates the mentorship from top producers throughout the years, and now he is the one giving back to the next generation.John Hancock Financial Network (JHFN) has an unwavering commitment to helping financial professionals and advisors build the entrepreneurial businesses they envision, while helping individual investors reach their financial goals. Through the John Hancock name, we’re part of a 140-year tradition of strength, stability, and trusted brand recognition. The John Hancock Financial Network (JHFN) is a national network of over 300 independent financial services firms across the United States. The network consists of more than 1800 financial professionals and advisors. These professionals work with individuals and businesses throughout the country in the areas of insurance, investments, financial planning, estate-planning, and retirement planning. For more information visit www.johnhancockfinancialnetwork.com