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

While pitchers and catchers show up For Phillie's spring training, LeTip CCE is  pitching business and catching great leads!

In his usual candid manner, James Hope of Gateway Mortgage emphasized the importance of knowing who you are doing business with when getting a mortgage. Make sure you sign with a reputable, licensed direct lender for the best results. The services offered by Gateway Mortgage will allow the client to relax and know they are in the best hands.

With tax season upon us, Don Myers, JDNB Tax books, revealed his list of The "Dirty Dozen" tax scams one may encounter , IF you do not go with someone who can inform you about them.  Very interesting talk about the trends of tax scams from identity theft, pfishing, return preparer fraud, to padding the information given on a tax return.  Consequences can be deadly, and a good accountant will inform you about red flags.

It is election time for LeTip CCE and a new board will soon take over.  It is proven that getting involved with the chapter through committees and board positions yields more tips.  Consider getting involved as part of growing your business.

Quote of the week: My father taught me always to do more than you get paid for as an investment in your future. Jim Rohn

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.

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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."