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Roslyn, NY 11576

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Be Financially SURE . . . Using Researched Strategies

516-334-4900 x241

 

Of Financial Interest. . . .

An Important Visual ---- Your First Four Steps to Financial Success 

For Employers and Key (High-Producing) Employees-------AND SpousesAND Children of Employers and Key Employees - for tax-deductible ways employers and businesses owners can reward and retain key / high-producing employees AND simultaneously protect the spouses AND children of these employers and employees, kindly view: Retain, Protect AND Deduct--Employers, Employees AND Spouses and Children from AGBianchi JD ChFC ® CLU ®

50 Things a Professional Financial Advisor Will Do for YOU

Retirement planning should be done today.  No matter your age, you'll need to rely on your planning when you choose not to work-----or can't work.  Actions can be delayed, not consequences.  Every action-----and inaction-----will be "validated", with all of our plans and assumptions.  Act before it's "too late" to make adjustments.  Please click below for an article on these important thoughts: The Art of Managing Retirement Assumptions

What retirement plans are available to you?   For a list of the different types of retirement plans available, including contribution limits and helpful information, please see: Retirement Plans Comparisons Brochure for 2014 - from Anthony G. Bianchi, J.D., ChFC ®, CLU ® 

Protect Your Valuable Documents - Do you know where your most important papers and records are?  You can protect your most personal documents, irreplaceable photos, videos and family histories in The Living Balance Sheet® Vault.  The Vault provides an online “safety deposit box” accessible from anywhere with Internet access anytime.  With your valuables in the encrypted Vault, you can have a sense of comfort.  Learn more: 

Click Here for Vault Information

Click Here for Vault Security Information

Click here to play streaming Vault security presentation

Click here to play flash Vault security presentation

 

Your Family Your Business Your Protection from  Anthony G. Bianchi, J.D*., ChFC ®, CLU ®   You’ve worked long and hard to build your business.  Without you, your business may not have a chance to flourish or succeed.  Meanwhile, what happens to your family, if you’re gone?  If you have a business, or you are a spouse or the child of a business owner, please learn more about this vitally important wealth strategy. Click here to open the article.

*Not practicing for Guardian or any subsidiaries or affiliates thereof.