Lawrence M. Just, CPA
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larry
| Posted on February 2, 2014 at 6:07 PM |
Protection for young families and instant estate for the early years is important at first. Then accumulation of persona; and business assets, tax diversification and buy sell funding in the middle age years. Finally annuities with competitive returns to make sure you will never outlive your pension. Will meet at your convenience without obligation. |
Categories: financial planning and affordable products
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11 Comments
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10:30 AM on April 21, 2014
Good information about financial audit and taxation process.
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Larry
3:00 PM on June 18, 2014
Tired of your poor return on your investments and no personal contact. We can try to get back in the market with an insurance guarantee of your principal. What could be better for your old IRA and 401k? How about a bonus credited to your new account? Call me now for a meeting at 631 428 4829.
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It is not too early to begin taking steps to ensure the financial stability of your family. The first step is consulting with a financial expert like an accountant to help you draw up a plan and help you find the right wealth growing strategy for you and your family based on your current personal and financial situation. You may want to save up for a future house, a college fund, if you have children, or simply prepare for your retirement. We squander so much money on frivolous things, things that we can do without. Why not allocate this money for your future?
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