Broker Check

Intrusco Associates, Inc

As An Independent Financial Service Firm, We Use Our 10 Step Educational Process To Put Together A Personalized Strategy that meets your expectations and provides flexibility for  changes that may occur in the future. Having a balance between Risk money and Safe money set the stage for a successful financial plan.

Is Your Financial Program Balanced Efficiently?

Concepts And Risks To Consider:

Concepts And Risks To Consider:

  • Private reserve strategy
  • Retirement ready or not
  • Lifetime capital funding
  • Pay check replacement
  • Income for a lifetime
  • Retirement assets protected
  • Collateral capacity management

Showing Folks How To Get More Benefits For The Same Dollars They Are Spending Without Lowering Their Lifestyle Or Adding Stress To Their Life Is Valuable.

Asset Classes you may utilize during your wealth accumulation:

  • Your House
  • Stocks
  • Bonds
  • Annuities
  • Cash
  • Permanent Life Insurance
  • Roth IRA
  • Mutual Funds
  • Qualified Plans
  • Certificates of Deposits
  • New Business
  • Real Estate

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