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How Will the Economic Crisis Affect You?


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Forget everything you thought you knew about Retirement.

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How Will the Economic Crisis Affect You?

  1. 2. on some of the decisions you have made in the past. You made these decisions based on the information you had at the time. Therefore… Sharing more information with you will only help you make better decisions, providing you greater clarity, balance, focus, and confidence. Congratulations
  2. 3. A growing group of professional from across the country who are deeply concerned about the direction we are headed and the impact today’s decisions will have on everyone’s financial future. Ogan Financial Group, Inc. We Joined
  3. 4. <ul><li>A. Lower? </li></ul><ul><li>B. The Same? </li></ul><ul><li>C. Higher? </li></ul>Do You Believe Future Tax Rates Will Likely Be: Question:
  4. 5. <ul><li>Therefore, do you want your Retirement Accounts to be… </li></ul><ul><ul><li>100% Taxable </li></ul></ul><ul><ul><li>Capital Gains Taxable </li></ul></ul><ul><ul><li>Tax-Free </li></ul></ul>A Financial Choice
  5. 6. Phases of Retirement Planning Why does traditional financial planning advise you to take as much of today’s money as you can, throw it as far into the future as you can, so that it will have less buying power while being taxed as higher rates? Traditional IRAs and 401(k)s
  6. 7. Your Money WILL NEVER BE WORTH MORE Than It Is Today. Defining Moment 1
  7. 8. This May Be The LOWEST TAX BRACKET You Will Ever Be In. Defining Moment 2
  8. 9. If something you Thought to be True WASN’T TRUE When would you WANT TO KNOW?
  9. 10. It’s difficult to get to the RIGHT SOULUTION when you start with the WRONG PREMISE.
  10. 11. Wealth and Wisdom RULES of the RICH
  11. 12. Use the LEAST AMOUNT of Money to Create the GREATEST AMOUNT of Wealth. Rule Number 1
  12. 13. Guarantee the WEALTH OCCURS and the Money will Transfer TAX-FREE. Rule Number 2
  13. 14. Use Leverage to Create Multiples of Wealth Without Losing Control of the Asset. Rule Number 3
  14. 15. <ul><li>Increase your Money Supply </li></ul><ul><li>Create More or Better Benefits </li></ul><ul><li>Reduce the Element of Risk and Future Taxation </li></ul><ul><li>Do ALL of this Without increasing your Spending One More Dime </li></ul>We Strive To:
  15. 16. rather than follow a Many times in our lives we buy PRODUCTS STRATEGY.
  16. 17. is more important than the In the end your PRODUCT and RATE of RETURN STRATEGY
  17. 18. “ There is something that is more powerful than all the armies in the world, and that is an idea whose time has come.”
  18. 19. How can you say YES or NO to IDEAS that you don’t even know exist?
  19. 20. We want to give you More Information to make better Financial Decisions
  20. 21. How Many Opportunities Have Passed You By Simply Because You Were Not Aware of Them?
  21. 22. <ul><li>REGISTER TODAY </li></ul><ul><li>and receive your FREE eBook: </li></ul><ul><li>10 Financial Mistakes You Can Correct Before It’s Too Late! </li></ul><ul><li> </li></ul><ul><li>805.527.8806 ext 227 </li></ul>