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Free E-Books

Retiring Without Risk

 

If given the option, the majority would choose to access retirement funds without paying taxes, but most haven't invested years in funding a Roth IRA or Roth 401(k), opting instead for "tax-deferred" tools. 

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Home Equity Acceleration Plan (HEAP) 

 

Learn a strategy that can reduce your mortgage payments by years, saving you thousands in interest, all without changing your spending habits.

 

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Bad Advisors

How to Identify them & How to Avoid them

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We are pleased to be able to give away for FREE Attorney DeFrancesco’s book Bad Advisors: How to Identify Them; How to Avoid Them.

Once you read this book you will know if you’ve ever worked with a bad advisor in the past, if you are currently working with a bad advisor, and how to avoid working with one in the future

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ABOUT THE BOOK AUTHOR

Mr. DeFrancesco is an attorney, but he’s really an educator at heart. He is most interested in making sure that the maximum amount of people read his books. His main company is an educational institute where he educates advisors on how to provide the best advice to clients.

It is for this reason that he has allowed me to provide his free downloads and educational material.

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J. Silvagni

Financial Advisor

Maui Wealth Solutions LLC

Regional Office:

113 Elgin Ave

Westmont, NJ 08108

(609)332-4918

Disclosures:

J. Silvagni is an Investment Adviser Representative

Investment advisory services are offered through Advisor Share Wealth Management (ASWM) doing business as Maui Wealth Solutions LLC., a registered investment advisor. ASWM, Maui Wealth Solutions LLC and A Financial Road Map operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

​PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

 

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