Pollockfinancial.com Real Estate

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Pollock Financial Group, Inc. – Linking Your Financial Future

9 days ago

Pollock Financial Group has been serving high net worth individuals and major public and private businesses in Northern California since 1960. Spanning more than five decades, our legacy of service is deeply rooted in our efforts to enhance the lives of others through financial independence.

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Firm Directory – Pollock Financial Group, Inc.

4 days ago

Beatrice Morin Manager, Securities Compliance, Real Estate and Policy Services Email Beatrice | 650.529.0500 Ext. 213

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Jeffrey O. Pollock – Pollock Financial Group, Inc.

2 days ago

Jeffrey O. Pollock, Senior Vice President, Real Estate, Marketing. Having started with insurance and mutual funds sales, since 1999 Jeff has been working closely with Jim Pollock and Lincoln Westcott in the real estate department on all aspects of sale or refinance of existing projects, development of financial and investment pro formas, acquisition of new projects, real estate development and

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Our Services – Pollock Financial Group, Inc.

2 days ago

Pollock Financial Group has been serving ultra-affluent individuals and corporations with financial planning services since 1960. Our team approach often involves selected tax partners from the Frank, Rimerman + Co. LLP accounting firm as well as qualified attorneys in addition to the Pollock team—and our expertise draws from a well of more than 50 years of our own experience.

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Our Firm – Pollock Financial Group, Inc.

8 days ago

Our Firm. Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations. We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client’s

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Executive Team – Pollock Financial Group, Inc.

4 days ago

Executive Team. Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations. We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client

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Wealth Transfer – Pollock Financial Group, Inc.

8 days ago

Equalize distributions of estate and business interests between children working in the family business and those not active in the company; reduce or eliminate estate taxes. Properly fund any remaining tax liability through the most efficient and cost-effective methods.

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Non Qualified Deferred Compensation

6 days ago

Pollock Financial Group has established a relationship with another M Financial Group Member Firm, M Benefit Solutions, to better serve our clients with the implementation and design of nonqualified retirement plans.. M Benefit Solutions is a national organization dedicated to innovative planning for executive compensation and benefits. Following the implementation of the Employees Retirement

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M Wealth Perspective – Pollock Financial Group, Inc.

Just Now

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Estate Planning – Pollock Financial Group, Inc.

8 days ago

Banking relationships may have become severely strained and real estate may be sold at below market prices in order to finance these estate taxes. Our goal is to assure our clients that all prudent steps have been taken to reduce their tax liabilities and to create the most effective means to finance whatever tax liabilities remain.

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Future Value Of Regular Payments – Pollock Financial Group

4 days ago

Real Estate Investment; M Financial Group; Resources; Contact Us; Future Value of Regular Payments Future Value of Regular Payments. Use this calculator to find out how much the annual contributions you’ve been making to your investment account will be worth at some point in the future. It will also show you the difference you would see in

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Executive Benefits – Pollock Financial Group, Inc.

1 days ago

Executive Benefits. Group Term Replacement Plans. Participating executives receive individual, guaranteed issue, low-cost policies. Rates are generally less than imputed income amounts created by group coverage. Therefore, the participant experiences less taxable income, while the corporation does not incur additional cost. Section 162 Plans.

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M Financial Group – Pollock Financial Group, Inc.

7 days ago

M Financial is the leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.

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James M. Pollock – Pollock Financial Group, Inc.

8 days ago

On the personal side, Jim and his staff prepare detailed financial plans which involve all aspects of individual financial endeavors and are funded with illiquid investments, real estate and selected insurance products. Corporate Services

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Employee Benefits – Pollock Financial Group, Inc.

Just Now

We can help you choose a cost-efficient employee benefits package that may include any combination of: Medical insurance plans. Dental insurance plans. Vision insurance plans. Disability income insurance plans (group and individual) Retirement savings plans—401 (k), 403 (b), profit sharing, defined benefit plans, defined contribution plans, etc.

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White Papers – Pollock Financial Group, Inc.

2 days ago

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Contact Us – Pollock Financial Group, Inc.

Just Now

Address. 150 Portola Road Portola Valley, CA 94028. Phone Number (650) 529-0500 (855) 591-8742. Fax Number (650) 529-2131

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LINCOLN WESTCOTT – Pollock Financial Group, Inc.

1 days ago

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Links – Pollock Financial Group, Inc.

5 days ago

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Life Insurance – Pollock Financial Group, Inc.

7 days ago

Real Estate Investment; M Financial Group; Resources; Contact Us; Life Insurance Death Benefits—Thinking Outside the Box. Various forms of enhanced life insurance plans have been installed for selected executive classes in 65% of the major corporations in the United States. In many cases, selected executives receive portable, individual life

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Long Term Care Benefits – Pollock Financial Group, Inc.

6 days ago

2.3 years. Residents who stay 5 years or more: 21%. Residents who exhaust their resources to pay for it: 50%. Long-Term Care. Americans expected to need it: 50-60%. Americans who have purchased a policy:

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Income Tax Planning – Pollock Financial Group, Inc.

2 days ago

PFG has enjoyed a synergistic relationship with Frank, Rimerman + Co. LLP since its inception. This relationship is valuable in providing various tax specialists as needed to assist in the areas of long-term tax strategy, stock option tax strategy, 83(b) elections, NQSOs, ISOs, and other tax planning techniques.

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Financial Planning – Pollock Financial Group, Inc.

1 days ago

Financial Planning. Because your objectives are personal and complex, we will work closely with your tax and legal advisors to identify specific needs and to develop an integrated plan just for you. As our client we hope you will benefit from a number of important relationships. After years of sophisticated insurance planning, we have developed

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Financial Calculators – Pollock Financial Group, Inc.

1 days ago

Estate Tax Calculator – May help you anticipate your future estate tax liability. Future Value of Regular Payments – Shows how much annual contributions to a savings account will be worth in the future.

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Tax-Deferred Accumulation – Pollock Financial Group, Inc.

7 days ago

Tax-Deferred Accumulation. This calculator can help you determine how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received. The difference illustrates the effect tax-deferred investments may have on the growth of your investment. Investment Amount ($) Number of Years Invested.

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Marketing Intelligence Reports – Pollock Financial Group, Inc.

Just Now

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Estate Tax Calculator – Pollock Financial Group, Inc.

3 days ago

Estate Tax Calculator. This calculator can help you estimate your future estate tax liability. The calculator is based on current law with the exemption at $5.25M in 2013 (indexed for future inflation at an assumed 3%) with a top tax rate of 40%.

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Due Care Bulletins – Pollock Financial Group, Inc.

8 days ago

Pollock Financial Group and/or its affiliates are presently licensed to sell traditional life insurance in the following states: AZ, CA (License # 0198909/Jim Pollock

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Retirement Savings Calculator – Pollock Financial Group, Inc.

1 days ago

Retirement Savings Calculator. This calculator will help you estimate your annual retirement income, the total savings you’ll need at retirement, the value of your current savings when you retire and if you’ll need additional savings to meet your retirement goals.

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Periodic Withdrawals From A Lump Sum – Pollock Financial

8 days ago

Periodic Withdrawals from a Lump Sum. This calculator will show you how much can be drawn from an investment based on the original investment amount, interest rate, the number of withdrawals, and for how long the account is drawn on. Annual Interest Rate %. Number of Withdrawals (per Year) Withdrawal Period (Years) Amount of Each Withdrawal.

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College Tuition Planner – Pollock Financial Group, Inc.

5 days ago

College Tuition Planner. The College Tuition Planner will give you a good idea of what to expect for your children’s tuition. Use the current annual costs of the schools your children will be attending.

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About pollockfinancial.com real estate

Real Estate Investment. Pre-qualification is necessary prior to gaining access to information related to these products. Please email Pollock Financial for assistance with this process. These products and services are offered through Pollock Investment Advisory Corp, which is not affiliated with M Securities or M Financial Group.

Website: pollockfinancial.com

Total: 32 New Post

FAQ?

Is real estate a good investment right now?

Real estate is generally a great investment option. It can generate ongoing passive income and can be a good long-term investment if the value increases over time.

How much can you make in real estate?

Real estate is often a referral-based business. Those who are involved in the business longer typically are the most successful. Those with 16 years or more experience earned the highest real estate income: approximately $78,850 on average.

What is the best real estate market?

Dallas tops the list of real-estate markets over the period studied, exhibiting strong price appreciation, while remaining a market in which investors saw strong rents relative to property values.

What is the most expensive real estate in the US?

Manhattan real estate is the most expensive in the US per square foot with some properties topping $10,000: Study. Move over San Francisco — the Big Apple tops Silicon Valley as most expensive place to live in the United States, a new study shows.

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