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Streamline Financial Services

"6 Degrees of Separation Dinner"
held on September 20, 2005 at Walter Payton's Roundhouse in Aurora
I'm always humbled when someone actually wants to introduce me to another person for financial planning.  It's one thing to work with an advisor on your finances; it's another to feel confident enough in that person to tell someone else--your friend, your parents, your co-worker, etc. 
 
A few years ago, we made the decision to build Streamline on a slow and steady, word-of-mouth marketing strategy instead of seminars, direct mail, etc.  It was the best decision we could have made.  Who would have thought that we would be able to work with anyone in the world!
 
Sociologists tell us that we (you and I) are SIX DEGREES from anyone in the world.  Start with you, and pick a random person in China.  You know someone (2), who knows someone (3), who knows someone (4), who knows someone else (5), who knows that person in China (6)!  Most of the time, fewer connections are needed.  When our first chain of made it to the sixth degree, we knew it was time to celebrate. 
 
You might be reading this right now and thinking, "Where's MY free dinner, Toby?"  To find out where you stand in the quest for another 6 Degrees Dinner, email me and I'll let you know how close you are to this very prestigious honor! 
 
Thank you for your trust. 
 
--Toby

Mutual Funds--Buy or Sell
Not sure what the reasons are to buy and/or sell a mutual fund?  How does one decide when it is time to sell?  Here is a decent explanation of some criteria that could warrant a sale of a fund. 
 
This is not meant to be the only criteria for buying or selling, nor are we giving specific recommendations.  Consult your tax advisor for tax consequences first!

 
We are getting more and more questions on Social Security benefits, especially in regards to taking the early benefit vs. full retirement age.  Here is a brief comparison.  More info can be found on Social Security's website, which we've linked to on our LINKS page.

140 S. Commonwealth , Aurora, IL 60506
Phone: 630-844-8733 | Cell: 630-205-9786 | Fax: 630-892-8198
Email: toby@streamlineplanning.com | Website: www.streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member NASD/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3702




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