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SFG Reveals

Strategic Financial Group Reveals:
 
“How YOU Can Create
Your Financial Blueprint
For REAL WEALTH”
 
 
Get the whole picture on how you can build your personal wealth and gain
financial security in the process. 
 
Most Americans are facing a serious crisis.
 
According to an August 2006 Harris poll, 88% of all U.S. citizens at or near retirement age are severely under-funded when it comes to retirement... and face going broke once their careers wind down. 
 
Then, there’s Taxes.
 
Did you know the highest marginal Federal income tax in history was a whopping 94%!1 Yes, you read that right. 
And right now, the highest marginal federal tax in the US is 35%2. Yet the average throughout history was over 60%.3
The capital gains tax on real estate, stocks, coin collections and collectables are currently at 15%, yet they could go even higher.
 
If current taxes change, do you have a plan to handle the situation? 
  
 How about Asset Erosion?
  
The most obvious wealth eroders:                                            
         
• Cost of living due to inflation
• Increased taxes
• Market fluctuation
• Disability and Health
• Death
• Creditors’ Claims
• Lawsuits
 
Some lesser-known wealth attrition factors:
 
• Technology changes – faster computers, LCD and plasma TV’s including High-definition as the standard in February 2009, cell phones that do everything – fuel efficient cars and on and on…
 
• Planned obsolescence – everything you own must be replaced eventually; the clothes you are wearing, the boiler in your home, your couch etc.
 
If possible, would you like to have improved protection from these elements and others we haven’t yet covered? 
 
Still, more trouble is brewing.
 
There may not be enough money to pay for your Social Security. 
 
Currently there are:
• Approximately 49 million people receiving some form of social security. 4
• Approximately 80 million baby boomers about to enter retirement.5
• 50 million Americans born from 1965-1979 known as Gen X. 6
• More then 70 million generation Y- those that haven’t reached 30 yet. 7
 
In simple terms, this means there will be more people retired than working.
So I ask you, who is going to pay for all those retired people?
 
You probably guessed it. You are.
 
Have you factored this into your own retirement?
 
 So many questions. How about some answers!
 
The answers to all of these questions are as individual as you are. We educate you on building your wealth without restrictions of predetermined needs and aspirations while focusing on savings, growth and protection.
 
 Now Here Comes the Good Part.
 
What if you could keep your hard earned money doing what you really want, like traveling around the world first class?  Stay at the best hotels with the best service. How about spending more time with your family and grandkids?
How about having money left over to spend without the fear of it running out before you do? 
We all have to pay taxes, but if you didn’t, how differently would you live your life?
 
But, here comes the best part.
 
 No Additional Out-of-Pocket Outlay!
 
We’ll work with your current assets and cash flow. That’s our main objective.
Including:
 
• Building long-term wealth
• Lowering or keeping the same risk tolerance
• Increasing protection against asset eroding factors
 
Interested? You’ll get a no-cost consultation that could change the way you think about your money today and in time to come. Call us today. 
 
You’re in charge of your future.  Let us help educate you in an unbiased way. 
Be empowered to make the choices that are appropriate for you and your family.
Keep your hard earned money doing what you really want. 
Will you be fortunate enough to have prepared? It’s up to you.
 
Dedicated to insuring your future,
 
The team at Strategic Financial Group:
 
Dan Nichols  Jeff Eichner  Michael Gabriel   Ray Scott
 
ps.  If you’re truly interested in making a financial difference in the lives of your family,
call us today for your no-cost consultation to get started answering these questions right away. 
 
pps. Not all of the objectives mentioned above can be accomplished in every Lifetime Economic Acceleration ProcessTM (LEAP) evaluation due to financial differences among individuals.  LEAP identifies certain financial needs and wants and recommends various alternative strategies and as necessary, financial and insurance products. Your financial representative will seek to accomplish as many of these benefits as possible. LEAPTM is different from financial planning which costs you a fee. Additional outlay may be needed to achieve your financial objectives.
 
 
1 Data taken from en.wikipedia.org, Census: Historical Statistics of the United States, May 2008.
 
2 Data taken from en.wikipedia.org, IRS: Internal Revenue Service, Instructions for Form 1040, May 2008.
 
3 Data taken from en.wikipedia.org, Census, IRS, Historical Statistics of the United States, May 2008.
 
4 Data taken from aarp.org “Social Security: Basic Data Research Report” by Alison   Shelton, June 2007, AARP Public Policy Institute
 
5 Data taken from aarp.org “2011 in America: A New Vision” by William D. Novelli?   AARP Executive Director and CEO, Nov. 2002 and the 2008 U.S. census bureau, census.gov
 
6 Data taken from en.wikipedia.org May, 2008 - demographics Generational cohorts and the 2008 U.S. census bureau, census.gov
 
7 Data taken from en.wikipedia.org May, 2008 - demographics Generational cohorts and the 2008 U.S. census bureau, census.gov
 
LEAP® and Lifetime Economic Acceleration Process™, trademarks of LEAP SYSTEMS, Inc., are used by permission.
 
Daniel Nichols, Jeffrey Eichner, CA Ins lic 0790634, Raymond Scott CA Ins lic 0B94679, and Michael Gabriel are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, CT, FL, MA, MD, NJ, NY, VT, AZ, MN, PA & WA. No insurance business may be conducted outside this state referenced.

Jeffrey Eichner and Raymond Scott are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 120 Broadway, Suite 3700, New York NY, 10271 (212) 261-0200. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, MN, NJ, NY & PA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Nichols and Michael Gabriel are Registered Representatives of and collectively offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 99 Merritt 8 Corporate park 99 Hawley Lane, Suite 1400, Stratford, CT 066141 (203) 385-5100. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NJ, NY, & WA. No offers may be made or accepted from any resident outside the specific states referenced.

Strategic Financial Group, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. Neither Strategic Financial Group, its employees nor NYLIFE Securities LLC or its subsidiaries and affiliates are in the business of providing tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

Jeffrey Eichner and Raymond Scott are also separately registered as an investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AZ, CA, CT, FL, MN, NJ, NY & PA. As such, these services are strictly intended for individuals residing in AZ, CA, CT, FL, MN, NJ, NY & PA.  

Neither Strategic Financial Group, LLC., its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice.  Please consult your own tax, legal, or accounting professional advisors regarding your particular situation.

 
Daniel Nichols, Jeffrey Eichner, Ray Scott and Michael Gabriel are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.