661-861-9791 • 661-861-9795 FAX
5401 Business Park South, STE 223
Bakersfield, CA 93309
LEAP with Jeff... Jeffrey M. Schwartz  

You can never be sure what the market will do at any moment, except change. A disciplined approach to investing that includes broad diversification to manage risk can help you achieve your financial objectives.

Many investment vehicles, such as annuities and individual retirement accounts, offer tax-deferred earnings. Because the earnings accumulate tax deferred, your money has the potential to grow faster than would a currently taxable vehicle.

Qualified plans, such as a 401(k) or the fully insured 412(i) Plans*, adhere to IRS regulations regarding eligibility, employer contributions, employee withdrawals, and withdrawal tax consequences. A company must also meet strict federal rules for nondiscrimination to ensure that the plan benefits all eligible employees.

Jeff can show how to make your money work for you... call to find out more.

 

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©2005 Jeffrey M. Schwartz, All Rights Reserved

Jeffrey Schwartz is a Registered Representative of and offers securities products and services through Park Avenue Securities LLC (PAS), 1550 W. Colorado Blvd., Pasadena, CA 91105 (323) 255-8800. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Guardian / Executive Benefits Insurance and Financial Services is not an affiliate or subsidiary of PAS or Guardian. Jeffrey Schwartz is licensed to sell insurance in the states of California, Washington, Arizona, Florida, and Oklahoma. California Insurance License No. 0647683

PAS is a member of FINRA/SIPC.

The Registered Representative is securities licensed in Arizona, California, Florida, and Washington and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in the Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

*Effective 2008, all 412(i) Plans will be governed by 412(e)(3) regulations of the Internal Revenue Code.
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