(928) 855-6868

Toll Free Nationwide (844) 297-6868

Email Rhonda@LakeHavasuTaxConsultants.com




QUESTIONS FOR YOU

How often does your financial advisor consult or even contact you
Are you actively participating in your financial, retirement, or estate planning and is your advisor qualified to assist you in all areas of your financial affairs, such as retirement, estate and tax planning to capture all issues and, thus, more effectively represent you


RETIREMENT OPTIMIZER CHECKLIST

(questions I ask myself)

Would a highly rated (“A+”Excellent) Company be important to my clients
 In addition to strong earnings potential, would my clients appreciate up to 18% in bonuses
Would my clients benefit from a choice of crediting strategies that cover a range of markets, including risk control, positioning them to capitalize on changing conditions
Would my clients enjoy a strong accumulation product with the uncapped earnings potential of strategies with high participation

IF YOU ANSWERED NO TO ANY OF THE QUESTIONS "FOR YOU"
OR ARE UNSURE OF THE ANSWER TO ONE OF THE QUESTIONS...
YOU NEED TO SCHEDULE AN APPOINTMENT TODAY AND
START TAKING CHARGE OF YOUR FUTURE
AND MOST IMPORTANT...THEIR FUTURE



Rhonda L. Russell, Principal / Russell Financial & Business Services / NIPR National License # 8728891
Bidwell & Russell Tax Defense, Ltd / Tax Attorney & IRS Audit Representatives
Tax and Estate Planning / Tax Debt Solutions