DJR Financial Services, Inc. |
|
iMoney
One survey found that 41% of current retirees had to retire earlier than they expected.1 Some of the best financial concepts are learned in small, bite-size pieces.
Our library of iMoney ideas is built on the concept that short lessons
can teach a lot about personal finance. Click on one of the items below
and watch a quick movie that will show a financial concept.
Click on the iMoney with the
What Does Your Tax Return Say About You?
Your return may reveal how you are managing your tax burden. 
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to them, regardless of instructions in a will. 
Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage. |
|
|
*Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC and a registered investment advisor. Estate Planning Services offered through Citadel Law Offices Tax Preparation services offered through Skidmore Markell and Company. These entities, including DJR Financial Services, Inc. are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, NV, OK, OR, TX and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The information offered is for informative purposes only. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise.
Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.
State Life Insurance Licenses: California 0D71418, Arizona 962198, Oregon 787866, Washington 802976.
|
and you'll get to add your own ideas to the movie.
