JGREENE & ASSOCIATES PARTNERS WITH TAX TEAM TULSA

  

Welcome to JGreene & Associates, Inc. website!   I encourage you to spend some time reading the articles and learning about JGreene & Associates.  If what you read raises questions or concerns about your current investments and want to learn more, I conduct four workshops a month and you are welcome to attend.  Please call my office for reservations.    



We are excited to announce a new service under the JGreene & Associates umbrella!  We have partnered with a team of CPA's and Tax Professionals to offer a full service tax business.  Click on the Tax Team logo to learn more about our tax service.

DO YOU HAVE A SAFETY NET?

With the stock market more volatile than ever, people seeking to reserve their assets and reduce taxes are looking for alternatives for their retirement savings.  If that describes you, then you have come to the right website!

All Seniors should be looking for a SAFE PLACE to "grow their money".  Would you like an investment that pays gains based on the stock market, yet helps protect your principal when the market declines?

Do you have insurance on your home and automobile?  Do you have a supplemental insurance policy for health?  I hope the answer is yes to these questions.  Then does it not seem intelligent to have insurance on your investments as well? 

The products I work with guarantee that you will never lose your principal!  It's not every day that you find the opportunity for potential growth with true safety in the same financial vehicle.  Usually investors are compelled to make one of two choices, either they give up a degree of safety in exchange for a greater potential for growth or they accept less growth in exchange for a higher degree of safety. 

If you are retired or on the verge of retirement it is important for you to consider how your Social Security may be impacted by taxes.  Fixed Indexed Annuities allow you to earn interest income on your original principal, interest on the interest earned, and interest on the money you would have paid in taxes.  Deferred annuities enable you to accumulate earnings tax-deferred.  Interest income from an annuity is not taxable until the income is withdrawn from the annuity.

The old annuities tied up your money forever..today's Fixed Indexed Annuity DOES NOT TIE UP YOUR MONEY!  You can draw an income and never touch your principal.  There are benefit riders inside a Fixed Indexed Annuity that allow you to withdraw all or part of your investment if you need it.  Like assets in a living trust, money placed in an annuity is exempt from probate.  At the annuity owner's death, the funds in the annuity are transferred to the named beneficiary.

Contact me for more information.  You are under no obligation to do anything!  If I can help you, I will..if I can't, I will tell you.

I hope to see you in one of my seminars!

Visit other pages on our website:    

   Our Mission                            About Us                  

 Free Portfolio Analysis              Is This You

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

More Newsletters →