Traditional Planning vs Uncommon Planning for your Financial Future...
Today greater than 90% of the wealth in this country is owned by 10% of the people.
This smaller group thinks about money and wealth building in an uncommon manner.
Learning their secrets may be the key to unlocking your full financial potential.
At Reliance Federal Credit Union we have aligned ourselves with Tri County Area Investment & Retirement Services, William A. Zane CRCP, to assist you in reaching your financial goals, and objectives. Contact Bill: 610-326-1570 or toll free: 800-324-9008, or email; firstname.lastname@example.org.
Common vs Uncommon?
Does your money need to keep pace with inflation?
Will you be in a lower tax bracket when you retire?
My 401k plan creates a Tax Savings?
Compounding interest creates a financial miracle?
Rate of Return on my assets is more important than regular savings habits?
To increase protection, my cash flow will suffer?
These questions and statements need to be answered and backed by facts not
When planning for your future you need to make educated decisions backed by facts.
The water cooler chat just doesn’t cut it... the internet is filled with a lot of information but without a skilled professional to help you sort through all the mis-information you can create a dysfunctional, uncoordinated plan.
Create Financial Balance in Your Life...
Through our partnership we hope to help you protect, coordinate and make better
financial decisions through the various NEW
programs we have set up for our Members.
Click here to be directed to the many benefits available.!
Products and Services backed by our Process, Philosophies and Planning Strategies:
Remember without a strategy and coordinated effort a product is just a product. Our
goal is to provide clear strategies first, aligned with your goals and aspirations.
• Variable Life Insurance
• Variable Annuities
• Growth Funds
• Income Funds
• Money Market Funds
• Tax Exempt Funds
• International Funds
• Pension & Profit Sharing
• 403(b) and 501 (c)(3)
• Personal Retirement Plans
• Life Insurance
• Long Term Care Programs
• Disability Income Insurance
• Fixed Annuities
Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC
The Guardian Life Insurance Company of America (Guardian), New York, NY, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.