|
Copyright 2005-2008 Gorman Insurance &
Risk Management Services - All rights reserved
|
|
Site Built & Maintained by InsuranceWebsiteServices.com
|
|
FINANCIAL
SERVICES
|
|
Financial Services
|
|
Dennis J. Tsakiris, CLTC
|
|
Gorman Insurance Services is
proud to further address your financial questions and concerns by introducing you to Dennis Tsakiris, CLTC, our partner in planning for your financial future. Dennis's extensive experience and proven integrity in Estate and Financial Planning Services, additionally provides you with College Funding and Retirement Planning, Investment Counseling, and Insurance and Business Continuation Planning. |
|
Dennis is dedicated to helping you to strategically navigate through the
lifelong process of updating your Financial Planning. His expertise will assist you in developing an optimal road map to guide you toward advancing your portfolio and uncovering hidden assets. Furthermore, as Dennis is a licensed broker with numerous insurance companies, he will customize a program to specifically meet your personal needs, combining the broadest coverage for the most cost-effective program. |
|
Dennis has generously offered to provide our clients with a
complimentary, one-hour, no obligation consultation, to assist in your Financial Planning. To make an appointment with Dennis, simply call us at Gorman Insurance Services toll-free at 1-800-678-3431 or 603-692-3431. |
|
Custom-Designed Financial Services Include:
|
|
Business, Estate & Financial Planning
Creative College Funding
Mutual Funds
Securities Brokerage Services
Asset Management Programs
Variable Life Insurance
Qualified & Non-Qualified Retirement Plans
Tax Reduction Strategies
Long Term Care Insurance
Annuities
Financial Plan Design & Implementation
Charitable Giving
Group Health Insurance
Group Life Insurance
Group Disability Insurance
|
|
To help you determine if you possess the most current, and the best possible
road map for your financial future, please take a moment to fill out this 'Financial Checkup Quiz': |
|
8.Will any sources of my retirement income be received tax free? Yes____ No____
9.Am I committed to a financial or retirement plan? Yes____ No____
10.Am I able to maintain the same lifestyle I currently enjoy when I retire? Yes ____ No____
|
|
If you answered "no" to any of the above questions, Dennis will help you find
solutions for both your immediate and your long-term financial needs. His commitment to a client needs-driven, not product-driven financial analysis, assures that you are only offered what is necessary to address your personal financial needs. |
|
Having this information will help your financial future for years to come. We look
forward to hearing from you soon, to set up your complimentary, one-hour, no obligation consultation with Dennis. |
|
Gorman Insurance &
Risk Management Services
396 High Street
Somersworth, NH 03878
Strafford County, NH
(603) 692-3431
(603) 868-3598 - Durham
Toll Free: 1-800-678-3431
Fax: (603) 692-2660
|
|
Answer a few questions
and we will provide you with a quote by email or phone. Choose the Personal or Business insurance coverage you're interested in from the menu above. |
|
I need to live on? Yes____ No____
|
|
my loved ones? Yes____ No____
|
|
1.Do I have a will; is my will up to date? Yes____ No____
2.When I no longer generate income (retire) will the government provide me with the money
|
|
3.Do I have a team of experts working with me? Yes____ No____
4.Does my financial plan include vehicles to minimize or avoid taxes? Yes____ No____
5.Have I started creating replacement income from other sources? Yes____ No_____
6.Is my children/grandchildren's education funding in place? Yes____ No____
7.In the event of my death or disability do I have enough insurance in place to take care of
|
|
[Questionnaire Below!]
|