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Market Wisdom:
It's not
always how much you make but often how much
you
keep--from
Uncle Sam!
 First Notice:
Mark your calendar to join us from 6pm - 9pm, June 26 at The Sunflower Cafe located at 7704 E. Doubletree Ranch
Rd.
(between Scottsdale Rd. and Hayden
Rd. about a quarter mile
east of the Gainey Ranch Hyatt Hotel and in the same complex
as Un-Bacio Ristorante)
My Special
Guest this week is James W.
Dreos, President
and CEO of Dreos Financial
Services.
To contact Jim:
Office Phone:
480-994-8808
Cell Phone:
602-525-6847
E-Mail jwdreos@hotmail.com
"It is with great pleasure that I introduce
to you, The Professional Team."
The
Professional Team is an affiliation of highly skilled professionals
who refer select clientele to one
another with the goal of improving the
clients' overall economic health.
James (Jim) Dreos joins me as
the first member of The Professional
Team.
Jim has been in the insurance business since 1965 and
in the Insurance/Securities
business since 1975 and
his expertise and specialization
is in the field of strategic
tax advantaged investing. Jim's practice
and clientele
are comprised of successful
entrepreneurs,
business owners, executives and sole or
majority
stockholders. The
world of tax advantaged investing changed in 1986 with the adoption of
the
1986 Tax Reform
Act. Since that time, Jim utilizes, designs and develops
various
tax
strategies to help you keep more of your money.
They
include:
Jim utilizes universal life insurance tied to market growth along
with existing
tax-deferred build up included in
insurance policies. He has developed business
plans using
split dollar arrangements, insurance companies use of 0% loans,
perpetuating a
plan to create tax strategies on the back end similar to a Roth
IRA but with
larger limits. He addresses his programs to very
successful high
income
individuals with the idea that what you lose on the front end will develop
into big
tax-free distributions on the back end, probably at a time when you
will
most appreciate it.
Jim says,
"While I am establishing the most effective tax strategys for the client,
Baron uses
his
expertise in Money Management to select the most appropriate
Money Managers
to be included within the
client's portfolio. It's a team effort
that
is most advantageous for the
client".
While
Jim's practice is complicated, it is very rewarding for his
clients who
represent some
of
the most successful and productive members of our society.
Jim achieves a great deal of satisfaction helping
folks keep more of what they've earned.
Originally from
Washington, D.C., Jim moved to Arizona in 1970 and enjoys
his
home in Pinnacle Peak with his wife, Esther, who is also
active in his business.
He has
three
married children and five grandchildren.
It is with great pleasure
that, James W. Dreos, President and CEO
of Dreos Financial
Services, will be my
Special Guest
this week.
Please plan on joining us to socialize and meet new friends! BBB |
