A MACRO PERSPECTIVE Creating a Balance in Wealth Accumulation
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Right now, the financial services industry is moving ahead with significant improvement in technology to allow individuals to maximize their wealth potential.
As professionals your problems for wealth accumulation are very unique and require the most effective tools for dealing with them. Personal financial engineering is a process, which uses a visual model of your overall financial situation to compare the features of several kinds of life insurance and financial products. The goal of the process is to coordinate and integrate your financial decision making in a more efficient and productive manner.
Most people rely on some varying levels of opinion, even the opinion of other professionals, but lack a system that would allow them to verify each one of those opinions to see how productive it is when integrated and coordinated with the rest of their financial situation.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a complementary meeting. We promise you that you will find this system very educational. Our first goal will be to show you how to increase your wealth accumulation without increasing any cost that you are presently putting into any of your financial plans. We know that sounds rather heady, but wouldn’t it be worth the time to see if it can be done?
Andrew Bondar is also separately registered as an investment adviser represantative "IAR" under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA and OR. As such, these services are strictly intended for individuals residing in CA and OR.
Andrew Bondar is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA #0B81403,OR,VA. No insurance business may be conducted outside these states referenced.
Andrew Bondar is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 4366 Auburn Blvd. Sacramento, CA 95841 (916)483-0300. In this regard, this communication is strictly intended for individuals residing in the states of CA,OR,VA. No offers may be made or accepted from any resident outside the specific states referenced.
Bondar and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.
Andrew Bondar is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.