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Bartmon,Shapiro and Associates, Inc.

Bartmon, Shapiro and Associates assists businesses and individuals in their insurance, investments*,benefits, and estate planning needs.

 For more than 50 years, our team of seasoned professionals has earned an outstanding reputation for delivering innovative insurance strategies. We position clients to help meet the financial challenges they face today, while establishing an appropriate foundation to assure they are ready for opportunities encountered tomorrow.

  

Vision Statement

At BSA, it is our Vision that we exceed our clients’ expectations in a manner that they are routinely want to refer prospective clients to us and remain excited to work with our firm on an ongoing basis.  This Vision of our business will enable it to grow and expand.


 

 

Wealth Management Solution**
...don’t miss this opportunity to have your financial world in one secure, consolidated view!!!


 

 


 

 


 

 

 


 

 

 


 

Joe A.Shapiro,CLU,ChFC,MSFS (CA license #0B42673) , Sheldon F.Schiff (CA license #,0B38606) are agents 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 New York, New Jersey, Connecticut, Florida, California and Texas. No insurance business may be conducted outside these states referenced.                                                  

                                                                           

*Joel A.Shapiro,CLU,ChFC,MSFS & Sheldon F.Schiff are  Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communicationis strictly intended for individuals residing in the states of New York, New Jersey, Connecticut, Florida and California. No offers may be made or accepted from any resident outside the specific states referenced.                        
                                                                           

Bartmon,Shapiro and Associates, Inc.is not owned or operated by NYLIFE Securities LLC, or its affiliates.                                              

                                                                           

Joel A Shapiro,CLU,ChFC,MSFS is separately registered as an investment adviser representative, under Eagle Strategies LLC,a Registered Investment Adviser, offering advisory services in the states of New York, New Jersey, Connecticut, Florida and California. As such, these services are strictly intended for individuals residing in New York, New Jersey, Connecticut, Florida and California.   

Neither Bartmon, Shapiro and Associates, its employees nor NYLIFE Securities LLC or its subsidiaries and affiliates render tax, legal or accounting advice.  Please consult your professional advisor regarding your particular situation.
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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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