We help people eliminate debt and reduce taxation which results in an increase in spendable income.  The cookie cutter formula for a Retirement Plan provides us with a comfort level in our prime earning years, but it leaves several questions unanswered, and those questions rise to the surface the closer we get to retirement.  Points to address:

* The Balanced Portfolio

* The SECURE ACT: IRAs and Taxation

* SDIC and Debt Elimination

Matt
Zagula

"Thank You" 2020-2021

Sink Or Swim  Sponsors...

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Cleveland Coatings Society

PO BOX 2011

Streetsboro, OH 44241

NEW E-MAIL ADDRESS

Info@ClevelandCoatingsSociety.org

(216) 731-5213

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Pittsburgh
Society for
Coatings
Technology
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