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Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.
Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life
Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.
Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life
Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.
Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life |
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Victor&Vince are dedicated to providing products and services designed to help minimize risk for their clients by providing investors with up to date asset preservation strategies and strategies designed to create a lifetime income. |
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_________________________________________________________________ Providing Financial Services and Life Insurance products to the Bay Area! This is not a solicitation or offer to sell any specific securities, products or services. Victor Lloyd Burgess, CA. Insurance Lic# 0D61990 - Vincent T. Tusa, CA. Insurance Lic# 0D91686 QA3 Financial, Corp., 1735 N. First St., Suite 100, San Jose, Ca. 95112 Phone: (408) 437-1888 x211, Fax: (408) 437-3068, email: info@victorandvince.com Victor Lloyd Burgess is a Registered Representative of and offers securities offered through QA3 Financial, Corp., Member FINRA / SIPC. Victor Lloyd Burgess is an Investment Advisor Representative of and Advisory Services offered through QA3 Financial, LLC. an SEC Registered Investment Advisory Firm. . |
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