Luedde Associates
Insurance Services, Inc.
CA License 0F37805

1208 Orchard Glen Circle
Encinitas, CA 92024
(760)494-0719

Get your FREE

Complimentary Financial Report and Customized Wealth Analysis

enter code COCEP

If what you thought to be true about your investment,
retirement and financial position turned out not to be true,
WHEN would you WANT TO KNOW?

Throughout the course of a successful corporate career I kept hearing my co-workers and employees lamenting that their financial plans just weren’t working out the way that they had intended. I was experiencing the same frustration. Some were nearing retirement and/or had children entering college or were just like me: starting a family or had young children and were just plain scared of what was going to happen. We all had the same thing in common: we wanted our money to work as hard for us as we worked for our money, and we wanted our wealth to grow.

I, too, was asking myself why I was not seeing the kind of results I expected from following the conventional financial planning advice. So, I set out to “solve” this problem for myself so that I could help others learn the truth about money, how it works, and how to truly get on the road to financial independence.

Here are a few financial, investment and wealth building truths that I want to share with you:

Conventional financial advice on how to increase wealth is typically focused on 3 elements:

• Earning higher rates of return (often requiring increased risk)
• Reducing current lifestyle to save more
• Maximizing contributions to Qualified Retirement Plans

The thoughts of taking more risk and reducing one’s lifestyle are not altogether pleasant. After maximizing contributions to qualified plans what else can one do?

There is another option that could potentially improve your current and financial position without affecting your current lifestyle.

Who am I and why should you listen to me?

My name is Brett Luedde, President of Luedde Associates Insurance Services, Inc. I am on a mission to educate and empower people with the truth about money and how it works, and to safely and systematically help them increase their wealth. Even more important is that I do exactly what I tell my clients to do and it works. This knowledge will not help you get rich quick, but rather it can help you build lasting wealth and enjoy the fruits of your labor. After all, it is not always what you make that is important, but what you keep that may play an even more important role in your financial future.

My opinion is that we must first focus on learning the methodologies of how to maximize our wealth by avoiding unnecessary losses before focusing on where to put our money. Unfortunately, most financial professionals are not trained to help you in this area. Why? Almost all of the available training comes from the Financial Institutions that financial advisors represent and what do they have to offer? – Products. So, training is often centered on the products that they sell. This leads to the perception that financial success can be found by simply owning the right product. Not true.

I invite you to download a complimentary report that provides an overview of some of the concepts that I employ. To learn more and to schedule an appointment go to:

1. www.yourcircleofwealth.com
2. enter code BL129.
3. Click on the CUSTOMIZED ANALYSIS button to schedule an appointment

What you learn in the investment financial report may change how you look at your money for the rest of your life.

I look forward to reviewing your current situation with you and showing you ways to increase your Circle of Wealth.

Luedde Associates
Insurance Services, Inc.
CA License 0E94234

1208 Orchard Glen Circle - Encinitas, CA 92024
www.lueddeassociates.com or www.yourcircleofwealth.com

Call Now for more information PH. (760) 494-0719