Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

Le Tip Le News

As the days of summer close, the heat is still on for tips here at LeTip!

Speakers were Scott Darling, Remax, and Craig Constable, Mass Mutual.

Scott walked us through the steps to being a good buyer.  its very easy, when Scott takes care of all the details. #1, pick a house. #2 Let Scott do the rest. It is a very simple process when he is your realtor.  And #3 Bring your checkbook, be ready to buy, because Scott does his research and you will most likely find a house and make an offer within four tries.

Craig Constable, of Mass Mutual knows that we all have elderly parents, and will become elderly ourselves.  Considering Long Term Care not for just nursing care in the future, but the flexibility to be used for home care also.  this is great for those who care for  an elderly parent at home. Planning for the future maked living in the present more enjoyable.

While several categories are open in LeTip, the most sought after  one is presently a banker.  Consider your banker to join and open up a whole new sales force.

Quote for the week: "A man without a smiling face must not open a shop." Chinese Proverb

Our President Greg Cazillo and Vice President Scott Brown were away on vacation. But when the cats are away the mice still show up for great networking!

Our first speaker was Andy Desiderio of Hook and Anchor Custom Woodworking.  Certainly the most talented member we have, he took us through a slide show of some of his projects. From the drawing table to fnished product, Andy is the whole deal! Custom bars, cabinets fit to size, even odd placed and sized, and even designing a beauty salon complete with custom functional drawers like a lipstick drawer to organize all things girly!

Jack Blanton from JBND Tax Books told an amusing and effective fable of how our tax system works, starting out  with "ten men go into a bar to buy a beer....".  Within 5 minutes we all had a terrific grasp of how it all works. Check out their website and sign up for their tax newsletter to stay on top of your business taxes.

Quote for the week:

"Ability is what you're capable of doing. Motivation determines what you do. Attitude determines how well you do it." 
Lou Holtz

Even though the Major League Baseball took a break, there is no break for the All Stars of Letip CCE. Our sales force keeps batting 1000!!!

Our first speaker was Dieter Enz, professional painter of SCLI, and spoke of the importance of power washing your exteriors of home and busines to gain maximum improvement of the looks of your property.  A wonderful slide show revealed before and after examples of how power washing can extend the life of your homes, decks, and businesses. Dieter uses "green" products to insure the washing will last through the whole season.  Nice work, Dieter!

Scott Brown, of James Brown Heating and Plumbing has gone High Tech.  By taking his Ipad on site he can calculate, measure and deliver a proposal that allows the client to get information instantly.  His operating cost calculator can show the client annual savings when applying energy saving heating and air conditioning units to their homes.  He can also download a tax credit program and show the client exactly what they can apply to their tax deductions.You can't get more efficient than that! Great idea, Scott!

Each week, Letip Offers "Survivor Tips in our Economy" to  motivate our members to think positively through a tough economy.  Consciously choosing a positive action every day will move your business forward and the rewards reaped are infinite.

We also have a radio celebrity in our midst.  James Hope, Gateway Mortgage hosts a radio information show on 990 AM on Sundays at 11 A.M.  Tune in for "Hope Matters".

Quote of the Week  "A leader, once convinced that a particular course of action is the right one, must be undaunted when the going gets tough."Ronald Reagan

What a gorgeous summer morning and 100% attendance from all members, for a great day of networking!

Speakers:

Jack Blanton of JBND Tax Books walked us through his version of a very easy format for filing taxes. Jack makes paying your taxes completely painless.  He took us through three scenarios of those who have W-2 forms, 1099's, and an S-corp. Whenever one talks about money and taxes, the audience is captivated.  Jack's knowledge shines through, and proves that JBND Tax Books is the company to have your back for filing income taxes.

Sue Bullock of Tuttle Marketing Services took us through a "typical " day and how many imprinted products one uses for everything in life! A refreshing, enthusiastic demonstration of some of the new products out there proves that branding yourself, and using marketing products can keep your name in the lives of your clients.

Our Lunch Bunch takes a new turn, as we are gathering at Fieldhouse Wellness, hosted by Dan Wilson, Doctor of Chiropractic.  June 23 from 3-7 pm,. We are honored to be invited to the Open  House and see what Fieldhouse Wellness is all about. Lunch Bunch is an informal gathering of the group in a casual setting, meeting with our sales force in a friendly atmosphere. Its a great way to get to know your members!

Quote for the Week:  "He should sweep streets so well that all the host of heaven and earth will pause to say, 'Here lives a great street-sweeper who did his job well'" Martin Luther King Jr.

Record breaking temperatures did not stop the hot tips, cool talks, and warm welcome for our guests!

Dan Wilson of Fieldhouse Wellness gave a very informative talk about the Effects of Stress on our bodies. Chronic disease is caused by stress.  Dr Dan helps to remove the interferences that stress puts on our nervous systems, and his goal is to maintain optimum health and function.

Gary Siano, Guided Wealth Management, doesn't predict the future.  He Prepares you for the future. Trends from the past can help reflect the future, and Gary's goal is to help you stretch your investments thru your retirement years.  Call Gary and ask how the potato chip industry (a comical example of wealth prediction Gary used) can reflect your future wealth.

Quote for the week: "History has demonstrated that the most notable winners usually encountered heartbreaking obstacles before they triumphed. They won because they refused to become discouraged by their defeats." Bertie C. Forbes

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

Read more ...

Letip Creed

"LeTip is a professional organization of men and women dedicated to the highest standards of competence and service. Our purpose is the exchange of business Tips. Members will, at all times, maintain the highest professional integrity. Each business category is represented by one member and conflicts of interest are disallowed."