Strategic Index Money Management®

SIMM helps you increase your net worth, we specialize in :

» Retirement Planning

» 401(k) and all Rollovers

» Post Death Transfers

» Company Pension Plans

Maximized Return with Low Turnover
Access Your Account www.schwaballiance.com

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If you are interested in Strategic Index Money Management (SIMM)
Please send an E-Mail to tim@strategicindex.com
Call us at :
800-926-2678 (Toll Free)
310-318-3255 (Office and FAX)

      We offer a free Retirement Analysis to show you how much money you will need to put away for retirement. This same analysis costs between $500 and $900 through hourly financial planners. Just print out, complete, and forward us the following information. (You can also go directly to our free Simple College Planning Worksheet)

Arrow icon pointing to the right.

Simple Retirement Planning Worksheet

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Simple College Planning Worksheet

Simple College Planning Worksheet

We also offer a free college planning analysis which normally costs between $350 and $800. Forward us the following information:

After Tax Investment Assets Earmarked for College (Regular Mutual Funds, Stocks, etc.):

Annual Savings Amount for College:

Annual $
Value Annual Return (i.e., 5%)

Simple Retirement Planning Worksheet

After Tax Investment Assets (Regular Mutual Funds, Stocks, etc.):

After Tax Investment Assets (Regular Mutual Funds, Stocks, etc.):

Real Estate Assets:

Tax Deferred Investment Assets (IRAs, Annuities, Savings Plus, etc.):

Annual Savings Amount:

Annual $
Value Annual Return (i.e., 5%)
Annual $
Value Annual Return (i.e., 5%)