YFE Investor Coach™
 
Case 1: A retirement funding program for a metal fabrication entrepreneur
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Mr. Flynn
Case 2: A shortened planning horizon strategy for an Oklahoma physician
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Dr. Judy
Case 3: A supplemental retirement income strategy for the owner of a Los Angeles construction firm.
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Mr. John Sinclair

Leveraged Planning®


YFE™ offers the complete range of Leveraged Planning ® programs. Designed to offer business owners, medical practitioners and legal professionals the means to use their business to plan for their future personal income needs, Leveraged Planning ® programs are an invaluable component in the portfolio of any conscientious planner.

 

YFE™ specializes in Retirement Income and Wealth Creation Services for business owners, medical practitioners and legal professionals.

 

If you think retirement planning is all about 401k's and Roth IRA's, you may be missing out on other retirement strategies that may provide you with a larger nest egg in retirement with less risk.  Our comprehensive offering of sound retirement planning guidance and solutions can help you make the right decisions about your retirement savings. 

In addition to Leveraged Planning® programs, our firm also offers the following services:

 

  • Retirement and College Funding Solutions
  • Your College Endowment™ Funding
  • Roth Personal Pension™ Setup & Funding
  • Retirement Income Distribution Services
  • Asset Protection Services
  • Business Continuation Insurance
  • Legacy and Estate Funding Solutions
  • Charitable Giving Advisory Services


Leveraged Planning® programs are ideally suited to provide you with a powerful combination of stability, selectivity, cost effectiveness and tax efficiency. Contact our firm today to learn more!

 

Leveraged Planning® is a trademark of Entaire Global Intellectual Property, Inc. All references to such mark and the content contained herein are used with the permission of the owner. This website is maintained on behalf of the specified agent / agency which is an independent marketing affiliate of Global Financial Distributors, Inc. and is approved to market programs developed by Entaire and its affiliates that are offered exclusively to business entities.  Any Leveraged Planning® program implemented through the agent / agency is subject to the terms and conditions of the final agreements entered into between the client company, its owners and Entaire, and is subject to completion of the qualification and application procedures related to such programs.

 

© 2011 YFE Investor Coach.™ All rights reserved.