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
Text Box: Financial Planning Guaranteed(2) Lifetime Income Strategies Non-Guaranteed Lifetime Income Strategies Professional or Institutional Money Management(1) Alternative Investments for the more sophisticated Investors Victor Lloyd Burgess Principal, BBC Financial Group, Inc. CA Insurance Lic# 0D61990 victor@bbcfg.com Fax: (408) 437-3068 Phone: (408) 437-1888 x211 Victor Lloyd Burgess is licensed to sell Investments products and services, Fee-Based Advisory services as well as Life Insurance products in the following states of: California (CA) If you’re NOT a resident of one of the states listed above? 1. All Investors should be aware that there are risks inherent in all investments such as fluctuations in investment principal. With any investment vehicle, past performance is no guarantee of future results. You should consider your personal investment horizon and income tax bracket, both current and anticipated when making an investment decision as these may further impact the results of the comparison. Please read the prospectuses carefully before investing or sending money. 2. Guarantees are backed by the claims-paying ability of the Insurance Company and do not apply to the investment performance of the separate account or its underlying investments. Investor unit values will fluctuate with the performance of the underlying investments, and there may be a gain or loss upon redemption. Investment Strategies Mutual Funds, 529 College Saving Plans Traditional IRA, ROTH IRA and Self-Directed IRA’s Company ROTH/401(k)’s, 403(b), 457’s SIMPLE and SEP IRA’s Individual or SOLO ROTH/401(k)’s /1(k)’s Tenants In Common (TIC’s), Delaware Statutory Trust (DST’s) To learn More about 1031 Exchanges and TIC’s go to: http://qa3tic.com/vburgess Real Estate Investment Trust (REIT’s), Triple Net Alternatives Insurance Strategies TERM, Return Of Premium TERM (ROP), Whole Life (WL), Universal Life (UL), Variable Universal Life (VUL) Annuities: Fixed, Indexed, and Variable Long Term Care and Health Insurance Defined Benefits (DB), 412(i), 419 VEBA’s Wealth Transfer and Estate Tax Strategies, like Irrevocable Life Insurance Trust (ILIT’s) and Charitable Remainder Trust (CRT’s) BBC Financial Group, Inc., Terrie Banh, Richard Cannaday are not affiliated with QA³ Financial Corp. Neither QA³ Financial Corp nor its Registered Representatives are engaged in rendering legal, accounting or tax advice. Victor Lloyd Burgess is a Registered Representative of and offers securities through QA³ Financial, Corp., Member FINRA /  SIPC. Victor Lloyd Burgess is an Investment Advisor Representative of and offers Advisory Services through QA³ Financial, LLC. a SEC Registered Investment Advisory Firm. Victor Lloyd Burgess, CA. Insurance Lic# 0D61990 QA³ Financial, Corp., 1735 N. First St., Suite 100, San Jose, Ca. 95112 Copyright © 2009 BBC Financial Group, Inc., All rights reserved. You can contact us at info@bbcfg.com

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

 

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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