90 Hall Road, Suite 48
Sturbridge, MA 01566 - Worcester County
(860) 963-0722
The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice. My client recognizes that minimizing taxes is a main issue in reaching this goal. Generally a level of growth of 8% per year is needed. My client is risk sensitive, but recognizes that having a risk versus reward of 1 unit of risk for 2 – 3 units of reward puts risk in the proper perspective.
About Advisor’s Capital Investments:
The client who can best take advantage of my services is age 40 – 60. He or she has family income of $200,000 or more. My client is very serious about saving and investing to reach the goal that 95% of Americans have not reached, which is a level of independence and lifestyle worth the sacrifice. My client recognizes that minimizing taxes is a main issue in reaching this goal. Generally a level of growth of 8% per year is needed. My client is risk sensitive, but recognizes that having a risk versus reward of 1 unit of risk for 2 – 3 units of reward puts risk in the proper perspective.
Category: Financial Advisory Services
- Agency Bonds
- Business Banking
- Card Services
- Corporate Bonds
- Financial Planner
- Indexes
- Investment Banking
- LOAN SERVICES
- Mortgage Investments
- Municipal Bonds
- Options
- Short Term Planning
- T Bonds
- Tax Free Investments
- Treasury Bonds
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