Financial planning

LakeGeorgeJet · 10-01-2008, 09:53 AM

I just wanted to let everyone know I am available for financial advising. I have everything from personal insurance (whole and term, variable and fixed annuitiys), to business buy sell agreements to over 6000 mutual fund options. If you have not at least reviwed your insurance in the past 7-10 years or have an old annuity that in which you may be losing money, I can help. I will take a look at what you have for no charge and let you know if it still makes sense. You can PM me or send me an e-mail: Jim@taylorandleonard.com.

Thanks,

Jim

LakeGeorgeJet · 09-15-2009, 10:17 AM

Just bumping here. All kidding aside, I can help if you have been laid off, retired, looking to retire or are concerned about losing your investments. There are products out there that allow you to benefit from the market gains and protect you against ever losing money. PM me and we can set up a time to talk.

southparkcpa · 09-16-2009, 10:26 AM

Quote:

Originally Posted by LakeGeorgeJet

I just wanted to let everyone know I am available for financial advising. I have everything from personal insurance (whole and term, variable and fixed annuitiys), to business buy sell agreements to over 6000 mutual fund options. If you have not at least reviwed your insurance in the past 7-10 years or have an old annuity that in which you may be losing money, I can help. I will take a look at what you have for no charge and let you know if it still makes sense. You can PM me or send me an e-mail: Jim@taylorandleonard.com.

Thanks,

Jim

Did you clear this solicitation through compliance?

LakeGeorgeJet · 09-18-2009, 01:49 PM

Quote:

Originally Posted by southparkcpa

Did you clear this solicitation through compliance?

LOL. In the business?

southparkcpa · 09-18-2009, 05:02 PM

Quote:

Originally Posted by LakeGeorgeJet

LOL. In the business?

Yes indirectly. I hold a 7 and am a CFP. I sell no products but manage assets for certain clients.

EricJ · 11-27-2009, 04:25 PM

Jim,

I can add your business service to my web site if you want. No charge. All I ask is if you have any customers who need a loan, you include me in the list of people you are recommending.

Thanks
Eric

jaqlene · 10-11-2011, 02:28 AM

Hey.. I am here wondering some information about financial planners Orlando. What is the formula many financial planners use to determine how much an individual will need in retirement?

steavejbs · 12-05-2011, 02:04 AM

Well, personal financial planning typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some financial planners assess every aspect of your financial life including saving, investments, insurance, taxes, retirement, and estate planning and help you develop a detailed strategy or financial plan for meeting all your financial goals.

personal financial planning

Banks81 · 12-07-2011, 03:59 PM

Quote:

Originally Posted by steavejbs

Well, personal financial planning typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some financial planners assess every aspect of your financial life including saving, investments, insurance, taxes, retirement, and estate planning and help you develop a detailed strategy or financial plan for meeting all your financial goals.

personal financial planning

please tell me more.

FijiJet · 06-04-2012, 12:56 AM

Great stuff!! Hope it goes well for you bro.

I myself am venturing into online marketing and committed to making it a success. Just bought my domain name and hosting 4GH with GoDaddy. These days and in this economy you just have to be proactive, far ahead of retirement or even marriage for that matter, LOL.

10-01-2008, 09:53 AM	#1
LakeGeorgeJet Missing 16H Jets Insider VIP Join Date: Jul 2003 Location: Section 112, row 4 Posts: 587	Financial planning I just wanted to let everyone know I am available for financial advising. I have everything from personal insurance (whole and term, variable and fixed annuitiys), to business buy sell agreements to over 6000 mutual fund options. If you have not at least reviwed your insurance in the past 7-10 years or have an old annuity that in which you may be losing money, I can help. I will take a look at what you have for no charge and let you know if it still makes sense. You can PM me or send me an e-mail: Jim@taylorandleonard.com. Thanks, Jim

11-27-2009, 04:25 PM	#6
EricJ Banned Join Date: Nov 2009 Location: Live in Monmouth County Posts: 32	Jim, do you want to list your services online? Jim, I can add your business service to my web site if you want. No charge. All I ask is if you have any customers who need a loan, you include me in the list of people you are recommending. Thanks Eric

09-15-2009, 10:17 AM	#2
LakeGeorgeJet Missing 16H Jets Insider VIP Join Date: Jul 2003 Location: Section 112, row 4 Posts: 587	Just bumping here. All kidding aside, I can help if you have been laid off, retired, looking to retire or are concerned about losing your investments. There are products out there that allow you to benefit from the market gains and protect you against ever losing money. PM me and we can set up a time to talk.

10-11-2011, 02:28 AM	#7
jaqlene Banned Join Date: Oct 2011 Posts: 1	Hey.. I am here wondering some information about financial planners Orlando. What is the formula many financial planners use to determine how much an individual will need in retirement?

12-05-2011, 02:04 AM	#8
steavejbs Waterboy Join Date: Dec 2011 Posts: 1	Well, personal financial planning typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some financial planners assess every aspect of your financial life including saving, investments, insurance, taxes, retirement, and estate planning and help you develop a detailed strategy or financial plan for meeting all your financial goals. personal financial planning

06-04-2012, 12:56 AM	#10
FijiJet waiting for our pass rush thunderbolt All League Join Date: Feb 2006 Posts: 3,439	Great stuff!! Hope it goes well for you bro. I myself am venturing into online marketing and committed to making it a success. Just bought my domain name and hosting 4GH with GoDaddy. These days and in this economy you just have to be proactive, far ahead of retirement or even marriage for that matter, LOL.