Lawrence M. Just, CPA - Audit, Tax, Consulting Services, Defense Contract Finance
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What does Olivia Mitchell of Wharton think?
Viewed your statements from the 4th Qtr?
larry
2013
Larry

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financial planning and affordable products
General and speific tax situation
Having a down year?
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What does Olivia Mitchell of Wharton think?

Speaking of taxes, at some point the bill is going to come due for the money being spent to help the U.S. economy. If taxes have to double because of the fiscal hole we are in, do you think you should take some distributions now from deferred plans?

Viewed your statements from the 4th Qtr?

Would you be interested to learn about a portfolio protection strategy using put options to try to limit the impact of market corrections, while preserving the full upside potential of a diversified group of equities?

larry

Protection for young families and instant estate for the early years is important at first. Then accumulation of persona; and business assets, tax diversification and buy sell funding in the middle age years. Finally annuities with competitive returns to make sure you will never outlive your pension. Will meet at your convenience without obligation.

2013

Well, we closed the books on 2012. In view of higher rates for 2013, we need to focus on how to increase income in any way possible. Please call for an appointment, and Happy New Year!

Larry

Well, it is time to review your estimates for the year. Consider taking any available gains now. Please call for an appointment at your earliest convenience.
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