| Jeff Forman, Financial Advisor |
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| Securities and investment advisory services offered through Foothill Securities, Inc., member FINRA/SIPC. |
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| Services Offered.... |
| ...Investing for the long term Investment Analysis and Advice � Will you have enough money to retire on your own terms -- when you want to, how you want to, and where you want to? � Are you planning to fund a college education for a child or a grandchild? � Are you paying too much in taxes on your investments? If these questions are on your mind, I can help you find financial solutions through my association with 30+ investment organizations (portfolio management firms, mutual fund families, and annuity companies). I can show you how Nobel Prize winning investment techniques (Modern Portfolio Theory) can be utilized to manage your risk while investing for a competitive rate of return. This disciplined, globally-diversified approach has been market tested by pension funds, and in 1992 the American Law Institute revised its trustee rules to support similar investment principles. Financial Advisory Services � Retirement Income Analysis � Early retirement analysis � Lump-sum rollover analysis � Investment planning techniques so that you do not outlive your money � Income Tax Reduction Strategies � How to reposition assets to cut taxes and increase growth � How to avoid capital gains tax and get an immediate tax reduction � Estate Planning Analysis -- "Family Wealth Planning" � How to minimize estate taxes and maximize $$$ for heirs and charity � Planning techniques -- living trusts, charitable trusts, family partnerships I recommend that you use me as a member of your team of advisors (attorney, accountant, mortgage broker, etc.). If you need professional referrals in these areas, I can assist. |
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