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Money Management Leaders Creating Wealth and Security
We are a private full service money management firm. We offer fee based services through Charles Schwab and commission based services through KMS Financial Services, Inc., True financial leaders and trusted money managers.
We will assist you with anything that has to do with money management, investments and financial planning. All retirement plans, trusts, brokerage accounts, insurance and real estate. We help you turn earned income into Passive Income and Portfolio Income. Let our money managers help your investments work for you.
There are three types of income:
1. Passive income - income from real estate which is taxed the least.
2. Portfolio income - income derived from stocks, bonds and mutual funds.
3. Earned Income- income derived from your job.
We suggest that everyone read "Rich Dad, Poor Dad" by Robert Kiyosaki. Where he discusses "The key to becoming wealthy is the ability to convert earned income into passive income and or portfolio income as quickly as possible." He suggests that as soon as you can accomplish this your money begins to work for you instead of you for money. "The taxes are the highest on earned income. The least taxed income is passive income. That is another reason why you want your money working hard for you."
Please bookmark and check back frequently for new information, or contact us directly: Robert E. Lettin, Money Manager • info@robertlettin.com • Local 503-925-0554 Toll Free 877-777-0705
Important Notice: Investment regulations including SEC and NASD registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which Robert Lettin is NASD and/or SEC Registered or exempt. Robert Lettin is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a NASD member firm securities licensed in all 50 states. This office, through Robert Lettin, is registered for securities business with residents of: AZ, CA, CO, OR, WA. Likewise, fee-based advisory services are available to the residents of: AZ, CA, CO, OR, WA.
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