3 THINGS YOU ARE DOING WRONG...

  • Tax Optimization
  • Financial Freedom
  • Wealth Clarity

ROAD TO SUCCESS

YES, IT CAN HAPPEN

YOUR LEADING ADVISORS

BUILDING CONFIDENCE IN YOU

The Latest in Wealth Clarity:

Abram Lincoln said “I can sit in the shade because someone planted a seed”. Statistics show 75% of wealth is lost by the 3rd generation through spending, bad investments and taxes. The Markowitz theory shows the act of measuring your current progress and circumstances can improve your results significantly. See how our free clarity tool works.

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The Latest in Tax Optimization:

Warren Buffet said in the Wall Street Journal “my secretary pays more tax than I do”. Statistics show most people are not taking advantage of all optimization available and miss upwards of 20% on average. For high income earners, 20% can add up to a very large number.

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The Latest in Financial Freedom:

Federal reserve released survey that shows 82% of Americans have no plan or savings for tomorrow. Four out of five people will continue working or be forced to rely on social security alone. The remaining 18% will fall short and be forced to go back to work. Less than 1% of Americans will achieve their goal of financial freedom. See our financial freedom checklist and take the self-assessment.

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• Whole Foods: Amazon announced they reached a deal to purchase Whole Foods for $13.7 billion. ... See MoreSee Less

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Financial Planning in today's environment. Are you up to date? ... See MoreSee Less

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Say hi to Maximus Fuentes (Elda's baby boy) the 3rd newborn at Lindsey Financial this year. ... See MoreSee Less

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Take a look at the new Lindsey Financial site, www.lindseyfinancial.com. ... See MoreSee Less

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Say hi to Sophie (Liz's new baby daughter). ... See MoreSee Less

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