Safe Money Strategies
A Rock Solid Foundation For Your Success
Cash Reserves
!0 % in bank instruments
including cd's and
money markets
ING Orange Savings Account
Citizens Bank
!0 % in bank instruments
including cd's and
money markets
ING Orange Savings Account
Citizens Bank
Safe Money Portfolio
60% in Fixed annuities, Fixed Index Annuities and Single premium Life Insurance
Allianz
ING
Lincoln Benefit
60% in Fixed annuities, Fixed Index Annuities and Single premium Life Insurance
Allianz
ING
Lincoln Benefit
Risk portfolio
30% in variable annuities, index funds, EFT's and individual stocks. This would be handled by your broker or one of our affiliate advisors firm listed below
Topstone Advisers LLC
JSK Associates
Symmetry Partners
30% in variable annuities, index funds, EFT's and individual stocks. This would be handled by your broker or one of our affiliate advisors firm listed below
Topstone Advisers LLC
JSK Associates
Symmetry Partners
