Investment | Protection Services

Inflation, Taxes, Debt & Market Risks can decimate financial plans

Learn how to avoid the pitfalls of these 8 Major Risks
Market Risk and Market Losses
Tax Risk and Tax Changes
Inflation: government changed way it reports numbers 20 times in the last 30 years
Legal Exposure
Catastrophic Illness
Employment Risk, job loss, termination, layoff
Longevity Risk – outliving savings and investments

Learn the 5 Major Money Moves:
Mortgage Master Move
Tax Master Move
Cash/Savings Master Move
Debt Master Move
College Master Move

I can help you with Small Business Strategies!
Business owners plan Tax Free retirement no employee contributions
Help your employees plan their retirement without costing you a dime
Put together a partner(s) Buy Out plan with Key Man Insurance
Help you bring to life Non-Performing Life insurance or annuity products
Option offer your employee a Non-Hardship withdraw option

You have nothing to lose and everything to gain by emailing or calling me for a free consultation.

Lisa Melby
Firestone Financial
Licenses: DOI MT 742264 | CA 0843024 | DRE 01230770 | NMLS 298325
4010 Moorpark Ave., #104, San Jose, CA 95117
o: (877) 685-6631
Copyright © 2019 All Rights Reserved. | | 877-685-6631

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