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unleash your financial freedom

HELPING SMART INVESTORS

MAP OUT TAX FREE RETIREMENT PLANS TO ACHIEVE A STEADY FINANCIAL FUTURE.

Would you have any objection to receiving more monthly income?

CURATED TAX FREE AND RETIREMENT INCOME PLANNING, FOR LIFE.

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RESERVE YOUR ONE-ON-ONE 

ZOOM CONSULTATION TODAY

Spend a NO OBLIGATION session with CEO Fred Schwartz via ZOOM..book now !

IT'S YOUR FUTURE...LET'S TALK !

So many people today just follow the herd.  In today’s world you must be well read, smarter and up on the best legal strategies to save yourself money.  There are other financial tools that are different than 401K’s and IRA’s that have tremendous long-term benefits.

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I will show you how to utilize these tools and implement the strategies. I keep saying it over and over again;  It’s your money… you worked hard for it and you should have the right to keep it.  

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Discover how to accumulate more for you and your family… and less for the IRS.

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Fred Schwartz, CEO

My success is based purely on the results and performance

I generate for my clients...for life.

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DEBUNKING LIFE INSURANCE

FOR INDIVIDUALS

Most people think of life insurance as the most morbid of financial vehicles. After all, it only works when you’re dead, right? Not so fast.​

INTRODUCING THE WEALTH DEFENDER SYSTEM

Designed to carry you throughout the life of your financial plan, from the initial steps of repositioning assets into safe growth vehicles to ensuring the distribution of wealth does not face unnecessary tax liabilities.

RETIREMENT CONVERSION STRATEGIES

We'll give a dedicated strategy to supplement and drive your comprehensive financial needs while determining the ideal outcome.

In my work, I take the time to understand the investment needs and risk tolerance of each prospective client and customer. This comprehensive evaluation enables me to develop the tailor-made retirement plan that best meets my clients’ short and long-term objectives.

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As you progress in your career, this question likely becomes louder. Thankfully, there are a number of solutions and strategies that can be employed to help individuals in your position answer this question. This guide provides wealth-building insight and a high-level overview of one potential solution.

READ THE FULL REPORT

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"I have worked with Fred for over 20 years. Fred is passionate about his work and dedicated to his clients. He will get to know you and what matters most to you.  He will tailor a personalize plan to help you get to where you want to be.  He cares about you and your family as he would his own.  Put your trust in Fred and you won’t be disappointed. "

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- DG, PMA Capital

GET IN TOUCH

SAFE meetings via ZOOM are available.

LET'S GET STARTED.

875 North Easton Road, Suite #2

Doylestown, PA 18902

610.633.0202

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