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ELE Wealth Management Ellis Liddell The ELE Way Re-Broadcast WCHB 1200 Recorded  January 6 th  2006
Street Beat Interview
ELE Wealth Management Steve Harvey Morning Show Interview Recorded 06/01/2006
Street Beat Interview
ELE Wealth Management Back to the Basics Presented By: Mr. Ellis Liddell President Securities offered through Investors Capital Corporation Member NASD/SIPC Advisory Services offered through Investors Capital Advisory 230 Broadway, Lynnfield MA 01940  800-949-1422
WCHB AM 1200 Mildred Gaddis
Mr. Ellis Liddell President, ELE Wealth Management Author of  Wealth Management: Merging Faith with Finance
ELE Wealth Management Back to the Basics "How Real Estate Effects Retirement"
FIVE KEY AREAS OF Financial Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
PFP Personal Financial Planning ,[object Object],[object Object],[object Object]
TYPES OF  INVESTMENTS ,[object Object],[object Object]
Fixed Income Bond Components ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fixed Income Scenario  $20,000 Investment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],*This example is hypothetical and does not represent any specific securities product and/or insurance policy. Actual results will vary.  This is for information purposes only.  You should consult with your attorney and accountant for legal and tax advice.
Mutual Funds Professional Money Managers The World Pool of Money
Having the Best of Both Worlds ,[object Object],[object Object],[object Object],*Based on the claims paying ability of the issuer
Cost of Inflation 1978 Coupe DeVille $9995.00  2006 Coupe DeVille $???
Life Insurance Risk Management Life Insurance Disability Long Term Care Savings
Staff Introductions & Short Break ELE Wealth Management 2000 Town Center Suite #1748 Southfield, MI 48075 248-356-6555 Fill out the Blue Sheet in your packet for  a Free Consultation
Friend or Foe Interest Rates 0% ----> 29.9% Student Loans   Credit Cards
Types of Mortgages ,[object Object],[object Object],[object Object],[object Object],[object Object]
OUT OF EVERY 100 PEOPLE  WHO REACH AGE 65…. ,[object Object],[object Object],[object Object]
Retirement Sources? ,[object Object]
Social Security’s Burdensome Problem 1950 16 to 1 1960 5 to 1 1984 3.3 to 1 2034 2 to 1
Various Types of  Retirement Plans ,[object Object],[object Object],[object Object],[object Object]
Annuity Payment Options ,[object Object],[object Object],[object Object],[object Object]
PROS & CONS
Thank You We appreciate your patronage and support Questions and Answers Office Number   248-356-6555
ELE Wealth Management ELE Wealth Management 2000 Town Center Suite #1748 Southfield, MI 48075 248-356-6555 Wealth is Our Legacy, Pass it On

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