Investment Services

Growing Your Fortune While Planning Ahead

Model Q Strategy™

- Income & Growth Investment Strategy

- Planning for Downturns in the Market

- Centered Around Income-Generating assets

Fixed-Income Investment

- Tax-Free Retirement Vehicles

- Model Q Strategy™ Investing

- Cash-Value Life Insurance

- Leverage OPM (Other People's Money)

- Annuity Products

Retirement Planning

- Investment Accounts

- Life Insurance

- Income Planning

- Exiting a Business or Selling Real Estate

- Traditional IRAs

- Roth IRAs



- 401 (k) Plans

- Coverdell Education Savings Accounts

- 403(b)(7) Plans

- 403(b)(1) Plans

- Pension Plans

- Profit-Sharing Plans

- Keoghs

- College Savings Accounts

Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell insurance, annuities, securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration or licensing exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.

Advisory Services offered through QRIA, Inc, a Registered Investment Advisor. Member FINRA ( / SIPC (

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