Tax Shelter
Investment Objectives
Accumulating capital for:
Opportunities or emergencies
Retirement income
Health care funding
Investment Considerations
1. Minimize tax on investment
2. Portfolio Diversification
3. Flexibility
- preserve deposit flexibility to allow for changing cash flow
4. Creditor Proof
5. Company financial strength
6. Investment vehicle credibility
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Copyright © 1996-2011 Hatton Financial Inc.
Last modified: September 07, 2011