Retired or Retiring Soon?

In This Economy Will You Need The Latest Strategies?

Hundreds of consumers in the Tri-County area could be losing money and may never recover their hard earned savings. Learn proven strategies and techniques from George Villa, an experienced financial professional right here in the greater Peoria area. Mr. Villa is dedicated to helping local investors strive for positve returns even in a down market.

Join us for a complimentary dinner event! Our expert financial advisor will cover:

Purpose First Planning ®

New tax law changes – will they affect your future in taxes?

Immediate possible benefits of switching your retirement accounts to a Roth IRA

Will you have anything left over to give to your family?

Will income taxes take too much of your hard-earned retirement savings?

Investment risk management for the conservatve minded person

Potential ways to reduce your investment risk and not your investment return

Protecting wealth in today’s economy

Come hear facts, not theory. Learn strategies designed to work. Nothing will be sold, and there is No cost or obligation to attend. We believe it will be time well spent.

Join us at one of our dinner seminars and find out:

  • How to potentially increase your income without taking additional risk.
  • How to possibly earn higher returns on your money and eliminate taxes on earnings.
  • How to potentially create a tax-advantage income stream you or your spouse won’t outlive.
  • How to possibly avoid losing money in your investments.
  • How to possibly maximize your IRA with the new changes in the tax law.
  • How to potentially simplify your retirement for a comfortable lifestyle.

If you are interested in attending one of these seminars, please call to order tickets and reserve your spot.
You will need a reservation and tickets in order to attend seminar.

Please feel free to contact Guthrie@villatax.com with any questions you may have.

Upcoming Seminars:

How To Protect Your Assets, basta_oneills Basta O'Neils - Washington, IL on Wed, 07 March 2012 06:00 PM
in 13 days and 20:14 hours.
Duration: No duration!

How To Protect Your Assets, basta_oneills The Machine Shed - Davenport, IA
on Thu, 08 March 2012 06:00 PM
in 14 days and 20:14 hours.
Duration: No duration!

How To Protect Your Assets, basta_oneills Basta O'Neils - Washington, IL on Tue, 13 March 2012 06:00 PM
in 19 days and 20:14 hours.
Duration: No duration!

How To Protect Your Assets, basta_oneills The Machine Shed - Davenport, IA on Wed, 14 March 2012 06:00 PM
in 20 days and 20:14 hours.
Duration: No duration!

* Any discussion of taxes herein or related to this website is for general information. American Investment Services does not provide tax advice.