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IS THIS YOU?

No retirement “game plan” in place…
Family not income-protected…
Too many accounts with balances…
Struggling to pay your ARM / high-interest mortgage…
Need legal representation or assistance…
Living paycheck to paycheck…
Or you just want to save money…

If you answered “YES” to any of the questions above, please give me a call to set up an appointment to discuss the products available and how they may serve your needs.

Products NOW available:

Financial Needs Analysis (FNA)

The FNA takes into account ALL your sources of income, ALL your expenses, your planned age of retirement, how much income you would like to have during your retirement, how much to save for your child(ren)’s college. The end result is a financial roadmap that will lead you to financial freedom.
This financial analysis is provided to you at NO CHARGE – other Financial Advisors charge upwards of $500 for the same product.

Life Insurance (Income Protection)

Most beneficial for those who

Have or are planning on having a family
Married and have or are planning on buying a home

A no-obligation quote provided at your request. If you already have a policy, I’ll be glad to perform a policy audit to ensure that you have the right type and amount of coverage.

G.O.O.D. Loans (Get Out Of Debt Loans) (up to $25K)

Beneficial for those who have several high-interest credit cards

S.M.A.R.T. Loans (Save Money And Reduce Taxes)

Planning major home improvements?
Planning on buying a car or any other major purchase?

Prepaid Legal Services

Personal and Business plans available.

Services that will be made in the near future:

Home and Auto Insurance
Securities (investments)
Variable Annuities (retirement planning)

Please feel free to contact me by phone (or email) with any questions you may have. Also, feel free to pass this information to anyone you think may benefit from any of these services/products.

Thank you,

Michael Lleverino

PFS

512-294-5298

meinvestments@austin.rr.com