[fname], thank you for requesting our Free Portfolio & Retirement Plan Review.  I or one of our investment team will contact you to ask you a few questions to being the review.

On the website I also promised to give you access to our recent webinar titled: What Kind of Pension Plan Should You Have as a Business, as an Employee, or a Retiree?

CLICK ON THIS LINK to Watch the Webinar Replay: http://www.paulsullivancpa.com/pension-webinar.html

After watching the webinar if you have a question about your current pension plan or some other IRA or 401k plan you own OR want to get started creating one for you or your own business, feel free to call me here at the office at 301-657-8080 or if I am not available, ask for Heather Thorne.

Thanks, Paul

PS. This webinar was held originally on June 9, 2015 but the scenarios we discuss are still applicable today (unless Congress has made changes to the laws & rules inpacting these different retirement plans). Either way after listening if you have a question, just call me.

 



Paul Sullivan, CPA - President, Sullivan & Company, CPAs
4709 Montgomery Lane | Bethesda, MD 20814
Phone (301) 657-8080 | Fax (301) 657-9055
Website: www.esullivan.net | E-mail: paul@esullivan.net

 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herein do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.