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FINANCIAL PORTFOLIO

ECONOMICAL
MODEST
LUXURY

In the economical lifestyle, families will receive education in how to budget and to grow their portfolio in the areas of insurance, asset-based investments, and securities.  Once this knowledge is achieved,  the desired lifestyle can be attained.

American build their net worth in many financial instruments.  The insurance instrument is viewed as an emergency tool mostly. We desire to broaden that summary of knowledge and understanding.  The categories  are: whole life, universal life, index universal life, and index annuities.

In the luxury lifestyle, the expansion of the portfolio consists of how to use the financial instruments in partnerships for joint ventures, humanitarian projects, and other venues.

Visit

50 N Laura Street, Suite 2500

Jacksonville, FL 32202

Call

T: 904 516 5539

F  904 516 5401

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Contact

info@mybrfs.com

kay@mybrfs.com

© 2016  B & R Financial Specialist

by PC Designs

B & R's guidance is intended to be educational.  The client is informed that investing involves risk and the value of his investment will fluctuate over time.  Thus, he may gain or lose money. B & R does not provide legal or tax advice.  The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change,  which can materially impact investment results. B & R cannot guarantee that the information herein is accurate,      complete, or timely. B & R makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any     tax position taken in reliance on,  such information. Consult an attorney or tax professional regarding your specific situation.                                                                                     

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