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Click here to access the 10/14/08 Market Update Conference Call We pledge Allegiance to you and your future... Mark Twain once said, "Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream." Along life's path there are many obstacles and challenges. Amid the demands of career and family, planning for a secure financial future can be an overwhelming task. Your financial independence will depend on the choices you make now. Retirement is not as simple as it used to be but, together, we can reach your goals. Call one of our offices below for your complementary consultation.
Remember, dreams never retire...
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Use this calculator to estimate how much income and savings you may need in retirement. This Cash Flow Analysis form will help you weigh your income vs. your expenses. How much will it cost to pay off a loan over its lifetime? Determine whether you should consider refinancing your mortgage. |
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| Dow Jones Industrials | 8,280.74 | - 223.32 |
| Nasdaq Composite | 1,796.52 | - 49.20 |
| S&P 500 | 896.42 | - 26.91 |
| 10 Year Treasury Note | 3.50 | - 0.05 |
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2400 Lakeview Parkway, Suite 650 Phone: (678) 867-7050 |
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Merit Financial, Inc., an SEC Registered Investment Advisory Firm. Securities America, Inc. and Merit Financial, Inc. d/b/a Allegiance Advantage Group and also d/b/a The Merit Retirement Advantage are separate entities. We are not employed, sponsored, endorsed by, or affiliated with AT&T, in any way.
An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money.
An investment in a money market the fund is not FDIC insured or guaranteed by any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
The US Treasury Temporary Guarantee Program provides a guarantee to participating money market mutual fund shareholders based on the number of shares invested in the fund at the close of business on Sept. 19,2008. Any increase in the number of shares an investor holds after the close of business on Sept.19, 2008, will not be guaranteed. If a customer closes his/her account with a fund or broker-dealer, any future investment in the fund will not be guaranteed. If the number of shares an investor holds fluctuates over the period, the investor will be covered for either the number of shares as held as of the close of business on Sept 19th, 2008, or the current amount, whichever is less. The program expires on Dec 18, 2008, unless extended by the US Treasury.