Upcoming Events

Are you financially prepared to live the life you choose to live?

Now is the time to reevaluate your financial plan. Whether you are retired or nearing retirement, you deserve a plan that gives you peace of mind.

Sign Up to Attend Our COMPLIMENTARY Workshop & Dinner where we will discuss the most common concerns and questions of investors:
  • Does your investment strategy produce the money you need to live the life you choose to live? Our exclusive investment strategy is designed to generate the income and wealth you need in any market or economic condition.
  • Do you have a plan for the 4 biggest risks to your life savings? Learn how to make sure that your money is protected.
  • Novice investors lose up to 50% of their IRA money to Federal, State, estate taxes and(or) income taxes. Our strategic investment plans use a simple Wall Street strategy to avoid this tax and help you keep more of what you have.
  • Average investors hardly ever achieve their financial goals. Wall Street almost always exceeds their financial goals.
    Are you investing your money like Wall Street does? We will show you how.

What You Can Expect After the Workshop & Dinner:
You may decide that you enjoyed the workshop & dinner, but you are happy with your current financial plan and don’t need our help.

 

We realize that what we do is not a good fit for everyone and vice versa. Or you may decide that you’d like to request an appointment to further discuss your financial needs. We can schedule time to grab a cup of coffee and have a candid conversation about your family’s financial life plan.

 

Either outcome is okay. We look forward to meeting you.

Upcoming Events and Seminars:

Retirement & Investment Seminar
Date: Thursday, August 10, 2017
Time: 6 PM to 8 PM
Where: Ditka’s, 2000 West Euclid Avenue

Arlington Heights, IL 60005

Retirement & Investment Seminar
Date: Wednesday, August 16, 2017
Time: 6 PM to 8 PM
Where: Ditka’s, 2000 West Euclid Avenue

Arlington Heights, IL 60005

Seating is limited so please call (888) 402-6684 today and reserve your space.

Request Xceed Life Plan

 

 

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