Strategies and Products

How many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several. There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.

What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.



Taxable Compound Interest Series E/EE Bonds
Dollar Cost Averaging Non-matched Retirement Accounts
Dividend & Capital Gain Reinvestment 15-Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10, 20, or 30-Year Term Life Policies
Tax Deferral Strategies Long-Term Investing
Buy Term and Invest the Difference Survivorship Life Insurance
Low Yielding Savings Accounts


Click here to see how one of the strategies listed above may be problematic for your wealth building process.