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FINANCIAL SOLUTIONS
FINANCIAL SOLUTIONS TAILORED FOR YOU

 

NOTE:  A            SIGNIFIES A PREFFERED L·I·L·A·C·S  STRATEGY SOLUTION

 

A savings vehicle with a better return than CD's, it  is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time.

 

A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren't paid until
the money is withdrawn from the account

 

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

 

 

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** Some of the Information on this site has been derived from different resources such as the National Financial Planning Association, Securities and Exchange and  Commission, Department of Insurance and Investopedia

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