Polizzi Agency, Rochester, New York

Financial Planning
(includes IRAs & Mutual Funds)

Orman, Suze.  The 9 Steps to Financial Freedom.
Three Rivers Press, December 2000.

Morris, Kenneth M.  The Wall Street Journal Guide to 
Understanding Personal Finance
.  Simon & Schuster, November 2000.

Kobliner, Beth.  Get a Financial Life:
Personal Finance in Your Twenties and Thirties
.  Fireside, June 2000.

Downing, Neil.  The New IRAs and How To Make
Them Work for You
.  Dearnborn Trade Publishing, April 2002.

Tyson, Eric.  Mutual Funds for Dummies.
John Wiley & Sons, March 2001.

Andries, Donald. Cliff Notes Investing in IRAs
Hungry Minds, Inc., March 2001.

Baldwin, Ben G.  The New Life Insurance
Investment Advisor
.  McGraw-Hill Trade, July 2001.

Life Insurance & Annuities

Wilson, Ray and The Silver Lake Editors.  How to Insure Your Life.
Silver Lake Publishing, September 1996.

Dearborn Continuing Education.  Variable Universal Life.
Dearborn Trade Publishing, September 1999.

Breuel, Brian H.  The Complete Idiot's Guide to
Buying Insurance and Annuities
.  Alpha Books, August 1996.

Disability Insurance

The Silver Lake Editors.  How to Insure Your Income.
Silver Lake Publishing, February 1997.

Long-Term Care Insurance

Abromovitz, Les.  Long-Term Care Insurance Made Simple.
Health Information Press, November 1999.

Driscoll, Marilee and Kimberly Lankford.  The Complete Idiot's
Guide to Lomg-Term Care Planning
. Alpha Books, August 2002.

Retirement & Estate Planning

Orman, Suze and Linda Mead.  You've Earned It, Don't Lose It:
Mistakes You Can't Afford to Make When You Retire
.  Newmarket Press, May 1997.

Morris, Virginia B. and Kenneth M. Morris.  The Wall Street Journal Guide to
Planning Your Financial Future
.  Fireside, September 2002.

Clifford, Denis and Cora Jordon.  Plan Your Estate
(6th Edition)
.  Nolo Press, August 2002.

Slesnick, Twila and John C. Suttle.  IRA's, 401(k)'s & Other Retirement Plans:
Taking Your Money Out
.  Nolo Press, January 2003.

*  Stephen M. Polizzi Agency, Peak Brokerage Services, LLC and their agents do not provide legal or tax advice.  For specific legal or tax advice concerning your situation, please consult your attorney or tax advisor.

Polizzi Agency, Rochester, New York

Products and agency services may not be available in all states. Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and Florida.

Securities offered through Peak Brokerage Services, LLC. Investment Advisory Services offered through Blackridge Asset Management, LLC. Stephen M. Polizzi Agency is a separate and independent entity from Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Member FINRA / SIPC.

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Polizzi Agency, Rochester, New York
Polizzi Agency, Rochester, New York
Polizzi Agency, Rochester, New York

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