Marjorie & Jean Levert

Hello Friends!!

We are on a mission to teach You and our Next Gen about Money!

We educate families about becoming debt-free, protect their income, how to build an emergency fund, and offer opportunities to earn extra income.
With that, we also find ways to maximize it to help you make wise investment decisions so you can live well and retire even better.

Let’s have coffee or a simple kitchen table conversation about finances.
You will always have a seat at our table!
Swipe left to learn more 😉

For more information, our Broker Dealer is PFS Investments:
Www.Finrabrokercheck.org

Be in charge of your time and money!

BUSINESS OPPORTUNITIES

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Investment Services

We help main street families invest for the future.

Primerica has been helping Main Street families invest for the future since 1977. While many financial professional aren't interested in working with the middle class,* Primerica is committed to helping Main Street families save and invest for their short-term and long-term goals.

Recommendation #1

MUTUAL FUNDS
Mutual funds are one of the most effective long-term savings vehicles. Mutual funds are a great way to "become an owner, not a loaner." They give average families access to an investment vehicle with the potential to minimize risk through professional management and diversification.*

Please read each fund's prospectus carefully before investing.

https://savvycal.com/JeanLevert/986577dc?RMCSheduleLink&d=30

Recommendation #2

ANNUITIES
PFS Investments offers three kinds of annuities products: variable annuities, fixed annuities, and fixed indexed annunities:

Variable annuities are long-term contracts between an individual and an insurance company. Variable annuities contain both investment and insurance features and are designed specifically for retirement.
Fixed annuities are long-term contracts between an individual and an insurance company. Fixed annuities provide a fixed rate of return that is guaranteed by the issuing company.
A fixed indexed annuity is a long-term contract between an individual and an insurance company. Fixed index annuities provide a higher rate of return than a fixed annuity, but the return is not guaranteed.

Please read each fund's prospectus carefully before investing.

https://savvycal.com/JeanLevert/986577dc?RMCSheduleLink&d=30

Recommendation #3

BUSINESS RETIREMENT PLANS
PFS Investments' 401(k), 403(b) and 457(b) plan offerings are individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities.

Please read each fund's prospectus carefully before investing.

https://savvycal.com/JeanLevert/986577dc?RMCSheduleLink&d=30

Managed Investments

MANAGED INVESTMENTS
A managed account is accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals.

By working with your Advisor, you will be able to identify the investment model options most aligned with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and model selection to accommodate changing needs.

Please read each fund's prospectus carefully before investing.

https://savvycal.com/JeanLevert/986577dc?RMCSheduleLink&d=30

Real Estate Problems? Here to help!

Learn more about my Lease Option Program

Lease Option Program is great for individuals who may need help buying their home but are unable to due to bad credit, no credit, no proof of income.
Let’s discuss your needs!

OH HEY, FOR BEST VIEWING, YOU'LL NEED TO TURN YOUR PHONE