People’s Financial Advisor to Assess Consumer’s Savings in Taxes and Investment Management Expenses
Technology enables middle-income American to benefit from savings in taxes and investment management expenses.
Buena Vista, CO, April 08, 2010 --(PR.com)-- People’s Financial Advisor (PFA) www.peoplesfinancialadvisor.com, a leading provider of online fiduciary financial planning services, today unveiled its Financial Plan includes an explanation how to save on taxes and investment management expenses.
Mr. Robert Schumann, Chief Advice Officer at People’s Financial Advisor explains: “By maximizing your contributions to Qualified Retirement Plans (such as 401k, 403b) and IRAs you will build wealth faster and be able to retire sooner. Tax attorneys and CPAs call a Qualified Retirement Plan “The World’s Best Tax Shelter” because 1) our government wants us to use it and 2) it provides numerous additional benefits beyond the tax savings. Credit protection and flexible usage are just two of these benefits such as legal, estate planning and tax benefits. Maximizing the world’s best tax shelter is the safest and fastest way to increase your wealth.”
People’s Financial Advisor recommends you how much to defer and instructs you to which plan to contribute based on your specific situation. It then calculates the total “free money” which is yours by increasing your pre-tax contribution by a specific amount recommend. It compares the difference between wealth build in your current saving accounts and the wealth you can build following the recommended strategy over 1-year, 10-years and 20 years.
Mr. Schumann talks about another key saving factor - Investment Expenses: “Asset allocation is the single most important decision that an investor makes. After correlation to asset class/type characteristics, operating expenses are the most important factor in the security selection decision. Picking the right securities within an asset class saves thousands of dollars to our clients”.
Mr. David Ron, Co-Founder & CEO of People’s Financial Advisor said: “We quantify for our clients the impact of implementing our tax planning and investment advice recommendations with hard dollars. The amounts our clients save are unbelievable. Theses savings help our clients increase their Net Worth and get them closer to retirement”.
About People’s Financial Advisor
People’s Financial Advisor is a leading provider of fiduciary financial planning services. Designed to help Middle America gain financial independence and peace of mind, convenient online services are balanced with interactive advisor consultations. People’s Financial Advisor offers a robust portfolio of services based on a proven behavioral finance approach called the Cambridge Methodology. Services include a free online assessment, online financial planning development tools and advice dealing with all aspects of financial decisions, opportunities and options. For more information please visit www.peoplesfinancialadvisor.com.
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Mr. Robert Schumann, Chief Advice Officer at People’s Financial Advisor explains: “By maximizing your contributions to Qualified Retirement Plans (such as 401k, 403b) and IRAs you will build wealth faster and be able to retire sooner. Tax attorneys and CPAs call a Qualified Retirement Plan “The World’s Best Tax Shelter” because 1) our government wants us to use it and 2) it provides numerous additional benefits beyond the tax savings. Credit protection and flexible usage are just two of these benefits such as legal, estate planning and tax benefits. Maximizing the world’s best tax shelter is the safest and fastest way to increase your wealth.”
People’s Financial Advisor recommends you how much to defer and instructs you to which plan to contribute based on your specific situation. It then calculates the total “free money” which is yours by increasing your pre-tax contribution by a specific amount recommend. It compares the difference between wealth build in your current saving accounts and the wealth you can build following the recommended strategy over 1-year, 10-years and 20 years.
Mr. Schumann talks about another key saving factor - Investment Expenses: “Asset allocation is the single most important decision that an investor makes. After correlation to asset class/type characteristics, operating expenses are the most important factor in the security selection decision. Picking the right securities within an asset class saves thousands of dollars to our clients”.
Mr. David Ron, Co-Founder & CEO of People’s Financial Advisor said: “We quantify for our clients the impact of implementing our tax planning and investment advice recommendations with hard dollars. The amounts our clients save are unbelievable. Theses savings help our clients increase their Net Worth and get them closer to retirement”.
About People’s Financial Advisor
People’s Financial Advisor is a leading provider of fiduciary financial planning services. Designed to help Middle America gain financial independence and peace of mind, convenient online services are balanced with interactive advisor consultations. People’s Financial Advisor offers a robust portfolio of services based on a proven behavioral finance approach called the Cambridge Methodology. Services include a free online assessment, online financial planning development tools and advice dealing with all aspects of financial decisions, opportunities and options. For more information please visit www.peoplesfinancialadvisor.com.
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Contact
www.peoplesfinancialadvisor.com
Bob Schumann
(720) 897-7966
http://www.peoplesfinancialadvisor.com
Bob Schumann
(720) 897-7966
http://www.peoplesfinancialadvisor.com
Contact
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