Chad J. Dotson - Financial Services Professional
Our industry affiliations allow us to offer clients access to industry-leading products, backed by some of the largest companies in the country. However, the most important thing we bring to our clients is a process that allows us to help clients completely understand their financial situation and develop an effective approach designed to help maximize their financial potential.
Using the Lifetime Economic Acceleration ProcessTM (LEAP®), we have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning a personal program is developed that can leverage all aspects of a client's financial situation, and provide an integrated financial program to help them reach their financial potential.
If you could have an "IDEAL" financial strategy, how would it work?
8 essential characteristics of the ideal financial strategy:
The true purpose and only objective of any financial strategy is to maximize benefits and money supply simultaneously, without sacrificing one for the other in order to achieve maximum financial potential.
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© 2009 LEAP SYSTEMS, Inc.
William A. Dotson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins Lic 0371030). No insurance business may be conducted outside the states referenced.
Chad J. Dotson and William A. Dotson are licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and does not constitute an offering of securities.