Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

Complimentary Consultation

One hour may change your life! Take control of your financial future with a complimentary one-hour consultation with your choice of any advisor at V&E Wealth Management. Not only will you receive professional advice and a comprehensive analysis, but here are the top 10 benefits you may gain immediately:

  1. How you may be able to turn market losses into tax benefits 
     
  2. How you may be able to reduce or eliminate tax on your hard-earned social security 
     
  3. Strategies that aim to lower risk and increase return of your overall portfolio 
     
  4. How you may be able to implement tax effective strategies for accessing funds from your 403b, 401k or IRA 
     
  5. How you may be able to increase your investment income 
     
  6. How you may be able to defer or eliminate taxes on your investments 
     
  7. How you may be able to simplify your financial affairs and enjoy the “golden years” more 
     
  8. How you can guarantee that your wishes will be carried out upon death 
     
  9. How you  may be able to optimize return by being more diversified 
     
  10. How you may have more money to save or spend

There is no obligation following the consultation – contact us today for an appointment.

Investing involves risk including loss of principal. No strategy or plan assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. V&E Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.
x