403(b) Plans
Section 403(b) Plans (Tax-Deferred or Tax-Sheltered Annuity Plans) What Is a Section 403(b) Plan? There are…
Dave Lo, MBA, CFF
Financial Adviser, Field Agent
Texas
Since 1988, Dave assisted businesses and individuals in overcoming financial challenges. Licensed in Health, Life, P&C, and certified in Estate Planning. With Securities Licenses in Series 6, 63, and 65, he’s equipped to provide comprehensive financial guidance. His expertise extends to helping businesses and individuals thrive. He’s also built a strong network of professionals, including CPAs, attorneys, and actuaries, to support clients in reaching their goals. Disclosure: Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are available through individually licensed and appointed agents, not through BCM.
Resources
Learn More About How I Can Help
Business Owner Concerns & Obstacles
We specialize in helping business owners harness the earning potential of their enterprises to create…
Businessopia
In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover…
Coordinated Retirement Income Strategy (CRIS)
The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned…
Depletion of Estate by Taxes & Costs
What’s Meant by Estate Depletion? The estates people leave for their heirs at death can…
Disability Insurance
What Is Disability Income Insurance? Disability income insurance provides an income for an insured individual…
Employee Retention/Key Person
Every business operating today has key people that help it remain successful and profitable. Although…
Executive Bonus Plan
Executive bonus plans can provide key executives significant benefits on a tax-deductible basis for the…
Financial Analysis for Estate Planning
Learn what is typically involved in financial analysis as part of a wealth management plan….
IRA & 401K
IRA What is the best accumulation vehicle to help supplement your retirement? Depends …Depends on…
Life Insurance
What Needs Can Life Insurance Fulfill? When an individual dies, life insurance becomes an instant…
Life Insurance Trust
What Is an Irrevocable Life Insurance Trust? An irrevocable trust is a trust in which…
Long Term Care
What Is Long-Term Care? “Long-term care” refers to medical caregiving services provided as a result…
Marital Deduction
What is the Marital Deduction? The marital deduction allows property to be transferred between spouses—either…
Minimize Transfer Tax
What Are Transfer Taxes? Estate taxes are levied against an individual’s estate at death. The…
Non-Qualified Deferred Compensation
A well-designed non-qualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who…
Outlining the Problem
Learn about the challenges business owners face if they plan to sell their business.
Role of the Insurance Broker in Exit Planning
Learn how our insurance specialists can assist in exit planning.
Simplified Employee Pensions (SEP)
Simplified employee pension IRAs (commonly referred to as SEPs) allow employers to establish and fund…
Social Security Maximization
When Should I Apply? There are a number of factors to consider when deciding including:…
STOP – Solve the Owner’s Problems
Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek…