Guiding Your Financial Stability

Investment Options

If we could create the Ideal investment, it would contain the following properties:

             1. No Risk
           2. Guarantee of Principal return
           3. No Penalties for use
           4. Liquidity, Use and Control (get your money when you need it)
           5. Protection from creditors
           6. Leverage (create the most amount of wealth using the least amount of money)
           7. Tax Deferral
           8. Tax Free (upon distribution)
           9. Collateral (for loans)
          10. Tax Deductible Payments
          11. Disability Benefits (make payments if you are disabled)
          12. Tax Free Transfer to your heirs

What do your current investments offer?

Money Matrix IRA/401k Mutual Funds Home Bank Savings Annuities Real Estate Ideal Plan

Risk Yes Yes Yes No Possible Yes No

Guarantees No No No Yes Possible No Yes

Penalties Yes Possible No Yes Yes No No

Liquidity Use and Control Possible
with loan or surrender Yes Yes with equity line Yes Yes Possible Penalties Yes with equity line Yes

Protected from Creditors Determined by State Law No Check with an attorney No Determined by State Law Check with an attorney Yes

Leverage No No Purchased
with Leverage No No Purchased with Leverage Yes

Tax Deferred Yes No No No Yes No Yes

Tax Free No No To IRS limitations No No To IRS limitations Yes

Collateral No No Yes No No Yes Yes

Tax Deductable Payments Yes No Interest Only No No Possible Yes

Disability Benefit No No No No No No Yes

Tax Free Transfer No No Yes subject to IRS limits No No No Yes

Why are the things you want...TOTALLY DIFFERENT than the things you have?

What would you say if we told you that you can get 90% of the Ideal investment starting today?

                        All you have to do is Contact Us!

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Money Matrix	IRA/401k	Mutual Funds	Home	Bank Savings	Annuities	Real Estate	Ideal Plan
Risk	Yes	Yes	Yes	No	Possible	Yes	No
Guarantees	No	No	No	Yes	Possible	No	Yes
Penalties	Yes	Possible	No	Yes	Yes	No	No
Liquidity Use and Control	Possible with loan or surrender	Yes	Yes with equity line	Yes	Yes Possible Penalties	Yes with equity line	Yes
Protected from Creditors	Determined by State Law	No	Check with an attorney	No	Determined by State Law	Check with an attorney	Yes
Leverage	No	No	Purchased with Leverage	No	No	Purchased with Leverage	Yes
Tax Deferred	Yes	No	No	No	Yes	No	Yes
Tax Free	No	No	To IRS limitations	No	No	To IRS limitations	Yes
Collateral	No	No	Yes	No	No	Yes	Yes
Tax Deductable Payments	Yes	No	Interest Only	No	No	Possible	Yes
Disability Benefit	No	No	No	No	No	No	Yes
Tax Free Transfer	No	No	Yes subject to IRS limits	No	No	No	Yes