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Plans |
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 Your first step to financial retirement
security is to find out whether a LaCroix Financial Group
plan may be right for you. You first need to view our 40
minute presentation entitled, “TQP -- The Rest Of The
Story.” (“TQP” is the acronym for “tax qualified plans”
which include but are not limited to 401(k)’s and IRAs).
This presentation is hosted in both live group settings and
interactive website meetings. To join a presentation that
fits your schedule, contact one of our associate
professionals or email
robertlacroix@lfgadvisors.com. You will need to have an
LFG personal advisor to view our presentation. We will refer
you to Robert LaCroix or another LFG associate in your area. |
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There is a Q&A session following each
presentation. Although you will not be pressured in any way,
if you are interested in finding out how your PRIVATE PLAN
compares to your current plan we expect you to proceed
immediately following the presentation to complete the
application in order to determine your personal numbers
through the company issuing your plan. Your personal advisor
will then gather the information and design a unique
personal plan to suit your retirement needs.
If you qualify,
your plan will be presented to you at a scheduled meeting 15
to 30 days following your application and viewing of “TQP --
The Rest Of The Story.” |
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 You will then be in a position to
compare your individualized LFG PRIVATE PLAN to your present
plan. We may also present alternate plans to you that we
feel may assist you in reaching your financial objectives,
based on your goals or our recommendation. Our personal
advisor will review your PRIVATE PLAN with you, illustrate
how it compares to your present plan, and explain how our
plan will work for you and help you reach your financial
goals. Most importantly, we want you to understand and be
comfortable with your new personal plan. |
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| YOU ALONE WILL MAKE THE ULTIMATE
DECISION |
| FOR YOUR PERSONAL FINANCIAL
FUTURE |
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| LaCroix Financial Group does not collect
fees directly from clients for our advice or programs. Our
associates are compensated only by the companies that issue
your plan when you choose to begin funding your plan. LaCroix
Financial Group will not knowingly contract with or retain
any associate who uses deceptive behavior or undue pressure
in marketing, selling, or placing any of our plans. |
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