Paul Balog
Investment Advisor Representative
1256 Granada Court
The Villages, FL 32159
Phone:
727-754-4415
Fax:
727-489-1107
E-mail:
If you need secure retirement income, need an increase in what income you're already receiving or you need to grow your capital in order to secure future retirement income, I can likely help you.
JUST IMAGINE
What your life would be like if all of your basic needs were covered by a source of Lifetime Guaranteed Income and you had enough money left over to gradually grow that income over time.
THAT'S WHAT I FOCUS ON
GUARANTEED LIFETIME INCOME AND RISK MANAGED GROWTH
GUARANTEED LIFETIME INCOME AND RISK MANAGED GROWTH
I use Annuities, Stocks, Bonds, UITs, CEFs, ETFs, Mutual Funds and Money Markets as appropriate, to achieve individual client specific goals. There is no agenda for what might be right for you. I am a consultant with multiple decades of experience and I believe that fully engaged and focused discussions can lead to the correct solution for you.
SPIA, DIA, MYGA, FIA, QLAC, RILA, VA. These are all different types of annuities. When you move beyond the realm of that basic menu of choices, it becomes even more complicated to build and maintain a suitable portfolio. There are thousands of options available within the realm of securities to grow capital while striking a proper risk mitigation posture.
If you would like to know more about how I approach the markets and working with clients, check out my interview in Proactive Advisor Magazine.
You deserve to have the income you need while growing your capital without excessive risk, so that you can reliably increase your income base over time and also leave a legacy for your heirs.
IF ANY OF THIS RESONATES WITH YOU, CONTACT ME AND WE CAN ARRANGE FOR A FRIENDLY, LOW KEY INITIAL CONSULTATION.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.