Reviews

  • During the working/earning period of my life, I had made a number of investments. These were in the form of stocks, mutual funds, bonds, I.P.O.'s, partnerships, etc. I can see some were good investments! There were also those investments that were partial or total losses. The net gain was less than I was pleased with!

    My wife and I are now retired and realize even more the importance of safe and secure investments. Investments that preserve principle and are still able to experience reasonable growth. We need to retain as much of our earnings as possible. There would also have to be a better understanding of tax rules, since social security could also be subject to taxes. To accomplish this, there had to be a change in the investment strategies.

    I contacted Todd Marley and requested his help to approach these objectives. I had received a mailing from Todd earlier stating that he was experienced with handling these issues. we set an appointment so that we could discuss some alternatives to our investments.

    We then made the changes that had been discussed. todd has been back to our home several times since to make sure that we understood what we had done and why. He has shown us that with thoughtful planning, we are able to minimize our taxes and keep more of our earnings, and no loss of principle.

    We have had the opportunity to see our plan in action. We are pleased with the results and see that "proper tax management" enables us to keep more of our growth. That's really COOL!

    During the working/earning period of my life, I had made a number of investments. These were in the form of stocks, mutual funds, bonds, I.P.O.'s, partnerships, etc. I can see some were good investments! There were also those investments that were partial or total losses. The net gain was less than I was pleased with!

    My wife and I are now retired and realize even more the importance of safe and secure investments. Investments that preserve principle and are still able to experience reasonable growth. We need to retain as much of our earnings as possible. There would also have to be a better understanding of tax rules, since social security could also be subject to taxes. To accomplish this, there had to be a change in the investment strategies.

    I contacted Todd Marley and requested his help to approach these objectives. I had received a mailing from Todd earlier stating that he was experienced with handling these issues. we set an appointment so that we could discuss some alternatives to our investments.

    We then made the changes that had been discussed. todd has been back to our home several times since to make sure that we understood what we had done and why. He has shown us that with thoughtful planning, we are able to minimize our taxes and keep more of our earnings, and no loss of principle.

    We have had the opportunity to see our plan in action. We are pleased with the results and see that "proper tax management" enables us to keep more of our growth. That's really COOL!

    Stephen A Stefan, Fixed Operations Director Auto Repair Industry || Barbara A Stefan, Para Professional: Peters Township School District

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