Welcome to Sinclair Financial, Inc.
Private Reserve Strategy
General About Us
Financial Planning - Retirement and College
Planning - Florida, Minnesota and other states
Finding the balance between tax free, tax
deferred, and taxed options to maximize your
disposable retirement income
Finding more secure projects with better
Tax Deferred - Self Directed IRA's, 1031
exchanges and other tax deferred options
Tax free options with the added benefit of
Finding people money they are currently
transferring away unknowingly and
Mortgage, Taxes, how to fund your Qualified
Plan, College Planning, and expenses
Helping people avoid the losses
Maximizing retirement income
Equity Placement, Strategic Advisory
- US and Canada
At Sinclair Financial, Inc. we have a very unique approach. We
help people find money they are currently transferring away unknowingly and
unnecessarily. We do this by helping you focus on the losses in your
financial life, rather than helping you try to pick the winners.
We encourage you to take advantage of our Complimentary Financial
Consultation where we will show you:
- How to become a Wealth Creator versus a Debtor or
- How you can capitalize on the power of compound
interest, solidify access to your money, and minimize the losses you may be
experiencing from how you make major capital purchases like buying cars and
sending your kids to college
- The benefits associated with various savings vehicles
You will also receive a FREE RETIREMENT REPORT that will answer
- What return would you have to earn on your savings
and investments for you to retire at your current standard of living?
- What is the minimum amount of money you need to be
putting away each year to enjoy your present lifestyle during retirement?
- How long will you have to work before you can retire
and be able to enjoy your present standard of living until your life
- How much will you have to reduce your present
standard of living to make your money last to your life expectancy?
To schedule a consultation, call me at 239-634-7877 or email me at YP [AT]
DanSinclair [.] com. I look forward
to meeting with you.
info [AT] DanSinclair [.] com
6840 Dabney Street
Fort Myers, FL 33966
Dan Sinclair has been in the financial industry since
Licensed insurance agency in Florida and Minnesota