Intrusco Financial Services LLC

During your financial accumulation period, you may use all or some of the following:

Your House





Permanent Life Insurance

Roth IRA

Mutual Funds

Qualified Plans

Certificates of Deposits

New Business

Real Estate

Your “distribution period” is greatly influenced by what was done during the accumulation period.

Intrusco Financial Services LLC

Hamilton-Bates Investments

The important question, what to start with first and then add to. Each asset has its unique list of benefits. How do all these assets and benefits fit together in your “big financial picture”?