Vendors Register HERE
Michael A. Moore -
Financial Services Professional
Life Insurance Planning, Investments, Tax Diversified Retirement Income/Retirement Planning
For more than a decade I have assisted my clients with reaching clarity regarding their current financial situation. This approach is rooted in identifying the specific needs and goals of the client. It's a process of identifying or establishing a clients specific needs and working to apply appropriate solutions to help meet those needs.
The wealth accumulation strategy that I utilize employs an asset allocation model that looks at your vertical as well as horizontal diversification.
This strategy helps to implement a balanced approach to your personal accumulation and income by combining time-tested principles of risk management with sensible strategies for long-term tax-reduction.
Whatever stage of life you are in, whether you are working to grow your assets, or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in this approach.
If you want to learn more about maximizing income, while minimizing taxes, you don't want to miss this presentation.