As mentioned from our Home page, we offer 3 programs to vastly improve your financial portfolio..
We offer either in-house consultations, or office consultations at your convenience.. Our office hours at Tysons Corner are: Monday- Friday from 10am – 5pm.. For home consultations we offer evening hours until 8pm, and weekend hours on Saturday from 10am – 8pm.. Our consultations are free of charge, and consists of an overview of the program(s) you wish to preview.. Most presentations last an average of one hour, and in order to suggest a program, our carriers require a prequalification questionnaire be filled out to determine the costs of the program you are interested in.. A summary for each of the 3 programs are listed below.. (We also do Zoom and GoTo Meeting calls..)
For Program One: In order to invest money into this financial system, we need to review your debt to income ratios, along with your access to funding the system. This American company has over 50 billion in assets, a perfect business rating, but in order to offer lucrative financial products to their clients, they do not waste their resources on media advertising.. Instead, they market their products through independent agencies like InStar Alliance, through InsuranStar Marketing of Illinois.. The financial product they offer can be funded with a self directed IRA, but a federal program like 401k’s, would need to be permanently closed and taxes settled, before that income could be applied to their system.. We feel it is worth the early withdrawal, since from 2000 -2019, investors only made 2.89% interest on their investment, before fees, and the artificially created downturns applied against them by the CEOS, and Hedge Fund Managers of Wall Street.. In 19 years that same investment could have ten folded in value, by investing in European and Asian commodities, that have no market volatility, or the risks involved in U.S. and S.& P. investments..
For Program Two: We recommend this program to anyone age 75 and under, who wants to get a decent return on their savings accounts.. The going rate is 4.25% interest, versus our regular banking rates of only .10% interest.. Also, under current I.R.S. laws , that low interest rate is taxable, while the 4.25% interest rate is not taxable.. Many business owners and private homeowners have used this tax benefit to pay off debt, or to upgrade their homes and businesses.. As before, there is no market volatility, as this product is not connected to Wall Street stock market as well.. Both of these programs are designed for long term growth, and this North American company allows clients to pay in monthly installments for their products, to gradually build up their wealth, one paycheck at a time.
For Program Three; We have partnered with Legacy Assurance Plan, to offer a complete estate planning solution for our clients.. This American company is also not tied to Wall Street, and offers durable powers of attorney, consisting of health and conservatorship, along with a pourable will that lists all of our clients assets and investments not found in the living trust.. Also, our network attorneys have no vested interest in the clients, since they are paid directly by Legacy, so the cost of the lifetime membership , tends to be a third of what a normal neighborhood estate attorney would charge.. Once the client joins with Legacy, they are paired with an administrator who will interact with them on a yearly basis to keep their trust up to date as their life changes over time.. Also, when changes are needed to be done, the client can join a supplemental program for only $60.00 a year versus $380.00 per visit, a typical estate attorney charges to make changes to the will or living trust.. Legacy also provides probate protection for small business owners, as well as additional rental properties owned by the client. Finally, they can incorporate a business from a sole proprietorship if needed..
So, to summarize, we offer a complete financial system that covers every aspect of their financial portfolio, addressing all their needs without the unnecessary risks normally associated Wall Street and our present day Banking Institutions ..