Investment Education Center
Balanced Investment Management
9000 Keystone Crossing, Suite 630
Indianapolis, IN 46240
317-
317-
“Free Report -
By Troy C. Patton CPA/ABV
Creating a lifestyle while you’re working and then MAINTAINING that financial level is a challenge for most people. To do it successfully you have to navigate AWAY from high taxes, losses from investing and potential mistakes in planning your estate.
After years of watching other people unknowingly place themselves and their families in compromising financial positions, and seeing first hand the agony of financial headaches trying to be cleaned up when it's nearly too late I have decided to write a report on how to avoid these situations.
Request my free report on the 11 Costly Tax, Investment & Estate Planning Mistakes That Affect Almost All Retirees While Costing Many Thousands.
I’ll send it to you immediately and describe how, with planning and strategy, you can AVOID these mistakes and reach retirement the way YOU want to financially.
Troy Patton, CPA/ABV
