Speak to an Investment Adviser* over the phone for $34.95 with no time limit to the call!

• 41% of U.S. Households have IRA’s up from 25% in 1995 **
• The number of households with on-line accounts will shoot to 21 million in 5 years up from 7vm
• 81% of those surveyed are not sure they are managing their money well ***
• Of the people surveyed that feel they are managing their money well, 91% ARE DOING IT THEMSELVES ***
• Only 23% of investors who employ advisors to manage their money are ‘very satisfied’ with them ****

Special Offer: 
Free in-home financial profile
 and financial plan.
Click here for more info.

Why Bother with Investment Advice?

Simple- early planning will make a significant change in the way you are going to live.

Consider the fact that Americans are planning to retire earlier – if you are one of them consider this reality:

• By boosting the rate of return on your investments by 2% - over the course of your savings years you will accumulate 1/3 more wealth- or to put it another way-
• By boosting your investment rate by 2% you can decrease the amount you have to set aside by 25%.
• If you are getting started late- by boosting your rate of return by 2% you can grow a nest egg in 21 years what it would have take you 25 years to accumulate.

Increasing your rate of return is a very realistic goal- with professional investment advice to guide you.

Already, CitiStreet said its services might help investors retire earlier. "For example, callers increase savings from an average 2.7 percent to an average 6.8 percent, an increase of more than 150 percent, and forecasts show a caller's chance of reaching retirement goals nearly doubles to 52 percent," CitiStreet said in its statement.

The Investment Advice Line is here to help the Individual Investor

·        Our Investment and Financial Advisors will talk to you about investment strategies, financial planning and avenues to execute your plans.

·        All of our Investment and Financial Advisors are experienced advisors and know the ins and outs of wealth accumulation and management.

·        We are not associated with any investment firm so our advice is objective.

·        Best of all, you decide how much help you want and you buy only what you need.

·        Each call is only $34.95 and there is no time limit so we will talk you through the issues so you will know how to proceed with confidence.

·        The cost of the call is tax deductible, (Miscellaneous itemized deduction on Schedule of Federal form 1040)

A Very Special Offer for Investment Advice Line Clients:  a Free In Home Financial Profile and Financial Plan

Some of our clients will greatly benefit from having a professional make a comprehensive review of their savings, investment and protection plans. Even the best of financial plans evolve and this is a great opportunity to see where there are ways to improve your entire financial plan.

For more information about this FREE service, individuals should click here and small business owners should click here. (Links to the 2 PPT presentations)

Learn more about IAL  . . . 

(*Investment Adviser refers to an individual that is properly registered as an Investment Adviser with the United States Securities and Exchange Commission or the equivalent according to various State laws and regulatory agencies that govern the activities of Investment Professionals **Source: Investment Company Institute, *** Source: American Institute of CPA’s,  * ***Source: Schwab)