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Tax Saving Experts Tax Preparers, Advisors, Consultants, Insurance Agents Madera CA
The Truth About Financial Planning
A yearly financial check up is a good tatic! Because you will stay up to date with any new planning strategics that would be beneficial to your goal.
Regularly checking a cars oil level and having regular oil changes is something most people know is very important to keeping the car from having a breakdown
BUT IS YOUR MONEY AT A SAFE SAVING LEVELTO AVIOD A BREAKDOWN
We Have created a unique program never seen in the financial industry. The program is over loaded with services that make it easy to keep your financial vehicle from breaking down.
 LET ME TELL A STORY ABOUT A MAN WE CALL JOE
hi I’m Joe Thomas I’m 46, I’m employed my income is 120,000 per year; I asked my wife, Mia to stop working so she could be at home with our 2 children, so Mia is a home maker now. I always wanted a big home so we bought the biggest home on my street it was only 3800 per month, I love fishing so I got a boat. I found this sweet Benz I just love it. My 2 kids James and Lora are in a private school. We plan to vacation in Europe at end of the year. I’m in good health a few pains but nothing bad. I put 300 a month in my Roth and I have 200,000 in a CD from a small inheritance. Life is good and I feel like “I want to live forever”.
Life is good, I’m 59, and I’m getting ready to retired, my wages matured to 130,000 where they topped out. The wife has a few health issues, so I sold the boat and refinanced the house so I still have a house note; the Benz is in need of a little work nothing major. We had to use the inherence money in the CD to help the kids through college, but they got a good education. The doctor said the pain I’m having is just a little arthritis. I was able to increase my contributions to my Roth so I have 850,000 to use for retirement. I feel like I’m going to live forever.
I’m 86 my wife passed. We didn’t have life insurance because I waited too long to try to buy it. Our Medicare health insurance helped some. I was able to pay for the funeral, however I still am paying for the hospital bills that Medicare did cover, my arthritis has gotten worst I need a care provider and I didn’t purchase long term care insurance didn’t think I was going to need it; the kids have their families and are not able to help me. I can’t drive so I sold the Benz and got a few hundred for it. I got about 20,000 in the Roth, I can’t put the house up for sale, I refinanced the house to help pay the bills and if I sell now I will lose money because the market is down. “Am I going to live forever?”
Joe never had a real plan.
You know that you need to make time to plan for the future and start your plan as early as possible, because making a good plan now could be the difference between meat or beans on the table, or difference between taking a vacation cruise, or a trip to Knox Berry Farm, when you retire. Therefore we want you to be able to stop making excuses. As a result we developed a savings package to remove the cost excuse, because we know how important saving and planning is for your future.
The goal of this program is; we want for you is to make, save, and accumulate as much money as possible to meet your needs in your non-working years and or have money for an early retirement. We want you to be able to have yearly (or even more offten) financial check ups. We want you to take advantage of financial strategies, tips and advice and we want you to do that using our licensed professionals.
We have a genuine unique service we want you to consider using. It’s a package of financial services that includes: discounts, financial consultation and needs analysis (Reg. price $450/hour 4 hour minimum charge), financial paycheck analysis (Reg. price $125/person), tax preparation (Reg. price $150/business return), debt management (Reg. price $250), and much more Click Here to see the complete bonus list. Just these service purchased individually could cost as much $2,325.00 per year. However that is not what our price is, our membership price is not even $1500.00. Our life time membership price is only $297.00 (onetime fee).
How can we offer you all of these services for only $297.00 for your lifetime?
Read the facts below to find out how to save hundreds on the regular cost!
Because we want to earn your trust and your business we decided to create this package. This package will give you the financial services needed to plan, adjust, and maintain your financial plan for life. You’ll have a financial team you can call with any financial changes you may have and we will make the adjustment to keep your plan on track for life.
Because over the years we have noticed that 87.35% of our clients handle their financial affairs with the “set it and forget” method“, we decided to work-out a way to take some of the responsibility into our hands. Things like keeping in contact and keeping your plan up to date. We first looked at two main features when we considered putting this package together; "the regular cost paid for these kinds of services" and next “what would be the benefit to you and to us to offer this kind of service?”
Our answers are: :
1. We can provide these needed services to more of our clients that don’t want to pay the regular prices and get new client that can benefit from these services, but may not be able to financially take advantage of these services at the regular prices.
2. By guaranteeing at the lease a yearly contact by us we know your financial plan will stay updated.
3. Gives us the chance to offer other services you may need
4. You can call with any changes you need or want to make and never pay for a new financial plan again and because you need to make changes this opens the opportunity to provide something new you may need.
The facts are; we have a chance to get more business, and you get the services needed to keep and maintain your financial vehicle running like a Bentley at Volkswagen price. All because we are offering this kind of deep discount.
Membership sign up: 7 bonus products and services (value over $300.00) FREE click here
The Law News
Article # 1: WASHINGTON — For 2008, personal exemptions and standard deductions will rise, tax brackets will widen and workers will be able to save more for retirement, thanks to inflation adjustments announced today by the Internal Revenue Service. More...
Article # 2: WASHINGTON — The Internal Revenue Service today announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2008. More...
The Facts About Insurance Agents
The things some agent don't want you to know
What are Independent Agents?
Independent agents are free agents and provide their client more freedom of choice over agents that work strictly for one company.
Independent agent can offer products from many companies
What is a Captive Agent?
Agents working for New York companies, prudential companies, and many other big name companies are captive agents and can only offer their clients the products produced by that company.
Captive agents cannot provide true cost effectiveness, because the agent is limited, the agent must sell you the company’s products only and at the price the company offers, and if the agent cannot find exactly what you need the agent is motivate to still get you to buy sometime, because the agent is usually on a commission from that one company.
We are independent agents!
We look for the best available products to meet your need from A+ companies. We are not tied down to one product line or one company.
We look for the best product at the best price.
As independent agents we work for you.
Our agents are here to provide you with:
401k assistance, 403b setup, IRA setup, term or whole life insurance plans and education, retirement plans and education, bookkeeping, tax preparation, financial education, annuities and much much more
Quickly learn the financial secrets to start or expand your personal or your business retirement programs. Find out what you need to be saving, when to start saving, how to saving, how to create stunning results, plus the insider secrets to saving money and still getting home with the same pay.
You'll learn everything you need to know to quickly build a profitable financial portfolio on a shoestring budget.
You can run your own Paycheck Analysis with our Paycheck Analysis E-course, and START SAVING MONEY NOW!
Highly recommended!This financial website covers it all, and makes it easy for you to get your start or expand your financial portfolio.
You'll learn everything you need to know to quickly build a profitable portfolio of financial products on a shoestring budget.
we can run your Paycheck Analysis, and you can START SAVING MONEY NOW!
Tax Saving Experts agents will provide you with the vital information so, you'll quickly learn:
How to start a profitable financial portfoilo
How to find the best products to fullfill your financail needs and where to buy them for pennies on the dollar (you'l be surprised!)
How to strart the kind of savings program that will put you in a saving frenzy
The three adjustments any good finacial planner should include in every financial analysis if you want to get maximum benefits
The best (and worst) times to make withholding adjustments and income adjustments
How to generate substantial savings and how to create saving programs to build up thousands of dollars a year!
How to automate your savings program, to make monthly deductions, and repeated contributions
How to increase you withholds, so you can increase your savings and saving more money every month
How to create a stunning portfolios of every product you have, and why having a certain products in your portfolio can significantly increase your savings.
And Much Much More
Tax Saving Experts agents covers all this and much, much more. You'll even find free quotes and free financial plan templates we can use as the framework for you own financial program
If you are even thinking about starting a savings program, you'll want Tax saving Experts. Having Tax saving Experts will quickly show you the ropes, but we go much further - to provide you with the real secrets of building the kind of savings program that can easily exceed what you though you could ever save.
When you setup a saving program, you'll receive a FREE Paycheck Analysis. The Paycheck Analysis includes a print out personalized for you, complete with professional suggestions and examples. Plus the professional consultation(valued at $125 by itself!) . You'll also receive the manual "Understanding the True Cost When Saving for Retirement" to USE and to share.
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