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Strategies and Products

How many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several. There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.

What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.



Taxable Compound InterestSeries E/EE Bonds
Dollar Cost AveragingNon-matched Retirement Accounts
Dividend & Capital Gain Reinvestment                15-Year Mortgages
Prepaying a MortgageCredit Card Debt
Low Deductible on Insurance10, 20, or 30-Year Term Life Policies
Tax Deferral StrategiesLong-Term Investing
Buy Term and Invest the DifferenceSurvivorship Life Insurance
Low Yielding Savings Accounts

Click here to see how compound taxable interest works with one of the strategies listed above as part of your wealth building process.

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The content within this section is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.

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