Sales & Marketing A National Marketing Organization Marketing at Table Bay Financial set you apart from the crowd by helping you answer the critical question: “What makes you different from everyone else?”

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Media and Public Appearances

 

March 9, 2011 - Barry Bulakites appeared on Larry Rosenthal’s “Money Makes Sense Show”, a morning talk show about Financial Planning Services. Barry talks about different ways to maximize your retirement income, minimize tax, invest more wisely and maximize your IRA value. He also points out several mistakes that people make when managing their retirement funds. To listen to the interview,
please click here to download MP3 audio.

Is your IRA an IOU to the IRS?
(TV Ad Commercial) "...That's the burning issues retirees and new retirees face today. Tax laws are setup for Uncle Sam to be next in line to inherit the majority of your IRA your 401k or other money you work hard for. The government can take as much as 80% of your hard earn dollar..."

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Financial Advisor Programs

Our mission is to preserve and protect our client’s retirement by providing superior financial solutions, innovative products, and exemplary service.

Upcoming Events

Revolution RoadshowDate: May 16, 2012Location: Pasadena, CA

2011 Elite Advisors Meeting- May 17-20Date: May 17, 2012Location: Hawaii,

America's Tax Solutions: Is your clients IRA and IOUDate: May 18, 2012Location: webinar,

CPA Best Practices TourDate: May 22, 2012Location: Interlocken, CO

CPA Best Practices TourDate: May 23, 2012Location: Mesa, AZ

America's Tax Solutions:Maximizing Social SecurityDate: May 25, 2012Location: webinar,

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