Check My Account : Plaza Financial Advisors - Financial Planning Investment Mangement - Located in St. Louis, MO 63105-3406

<body> <P>Change in the financial world is occurring at<BR> unprecedented speed. The investing public has almost every<BR> conceivable investment alternative available through an<BR> ever-growing array of outlets. New tax laws have created<BR> improved opportunities for savvy investors to create higher<BR> growth and lower tax bills. The sustained Bull Market of the<BR> 1990s has created many new “millionaires next door.”<BR> <BR> For many people, the constant change and increasing<BR> financial complexity has become overwhelming.<BR> Yesterday’s investment winners are no longer performing as<BR> expected. The “technology age” has created a climate where<BR> the “old rules” do not seem to apply. New tax laws create more<BR> potential pitfalls and maturing investors are faced with the<BR> responsibility of passing on their wealth to future generations<BR> and negotiating the intricacy and high-cost of estate taxes. <BR> <BR> Plaza Financial Group, Inc. offers professional expertise<BR> to help people achieve their financial objectives in four<BR> essential areas: <BR> <BR> Investment management <BR> Wealth and estate planning <BR> Business and tax advisory services <BR> Insurance and employee benefits. <BR> <BR> We emphasize working with higher net-worth clients to<BR> provide comprehensive and unique financial planning<BR> solutions. Clients benefit from the collective knowledge of our<BR> experienced professionals working to create a personalized<BR> financial plan. This plan represents a “financial blueprint” to<BR> help clients stay on track and simplify their financial decisions.<BR> <BR> We provide sophisticated, tax-sensitive investment<BR> solutions. By focusing on a wealthier clientele, we achieve the<BR> critical mass necessary to have access to the finest<BR> institutional and private money managers—as well as more<BR> well-known investment management firms. In addition, we<BR> assist larger investors to capture the potential advantages that<BR> may derive from size.<BR> <BR> We develop long-term relationships based on mutual<BR> trust and open communication. Our philosophy underscores<BR> the importance of treating clients as individuals and working to<BR> understand their particular investment objectives and<BR> investment psychology. Clients are kept informed through<BR> regular, easy-to-read financial reports. Clients are also invited<BR> to attend periodic meetings to address their changing financial<BR> needs and to evaluate our latest recommendations.<BR> <BR> We appreciate your interest in Plaza Financial Advisors, Inc.<BR> and look forwarding to helping you. </P> <P><BR> Plaza Financial Advisors, Inc. provides a comprehensive<BR> range of financial services. <BR> Investment Management<BR> ·<BR> Customize different investment options to meet clients'<BR> goals<BR> ·<BR> Provide access to leading investment strategies and<BR> management teams<BR> <BR> Asset Allocation<BR> ·<BR> Identify strategies to maximize return and minimize risk<BR> ·<BR> Design strategies to meet income goals and growth goals<BR> ·<BR> Create efficient diversification among various investments*<BR> <BR> Estate Planning<BR> ·<BR> Protect assets<BR> ·<BR> Minimize or eliminate estate taxes<BR> ·<BR> Plan for future health care protection<BR> <BR> Retirement Planning<BR> ·<BR> Establish retirement goals and objectives<BR> ·<BR> Project future retirement needs<BR> ·<BR> Review taxation issues<BR> ·<BR> Develop a funding strategy<BR> ·<BR> Develop asset allocation to achieve retirement goals<BR> <BR> Retirement Planning Programs<BR> ·<BR> Individual retirement accounts (IRAs)<BR> ·<BR> Simplified employee pensions (SEPs)<BR> ·<BR> Simple IRA plans<BR> ·<BR> 401(k)/403(b) plans<BR> ·<BR> Pension/profit sharing plans<BR> <BR> Employee Benefits <BR> ·<BR> Medical and dental<BR> ·<BR> Life<BR> ·<BR> Disability<BR> ·<BR> Long-term health care<BR> ·<BR> Cafeteria plans/voluntary benefits<BR> ·<BR> Non-qualified deferred compensation<BR> <BR> Insurance Programs<BR> ·<BR> Analyze various types of insurance products that meet our<BR> clients' protection needs<BR> ·<BR> Consider different life insurance options (term, universal,<BR> variable*, etc.)<BR> ·<BR> Assess disability income needs<BR> ·<BR> Gauge key person buy/sell requirements<BR> <BR> Accounting and Tax Services<BR> ·<BR> Strategic planning<BR> ·<BR> Preparation of tax returns<BR> ·<BR> Tax saving strategies<BR> ·<BR> Cash flow analysis<BR> ·<BR> Custom accounting services to meet clients' needs<BR> ·<BR> Retirement plan accounting systems<BR> ·<BR> Tax compliance standards<BR> <BR> Business Consulting<BR> ·<BR> Technology solutions<BR> ·<BR> Business software selection assistance<BR> ·<BR> Cost segmentation studies<BR> ·<BR> Merger and acquisition due diligence<BR> ·<BR> Business valuations<BR> ·<BR> Litigation support services<BR> ·<BR> Healthcare consulting<BR> *Securities offered through Royal Alliance Associates, Inc., member<BR> NASD/SIPC.<BR> © 2000 Plaza Financial Advisors, Inc. All Rights Reserved. <BR> <BR> </P> </body>