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Financial Strategies

Build A Better Future

Estate Planning, Financial Planning
and Guaranteed Income for Life
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Insurance Services

Plan and prepare for the unexpected

Financial Consulting

Review money strategies for your season of life

Retirement Planning

Create a reliable retirement income you won’t outlive

Legacy Planning

Secure a financial legacy to build generational wealth or to benefit your favorite charities

Insurance Basics

Protection for You and Your Family

Life insurance can help us weather unexpected and the “what if” events with minimal disruption to our families and our lifestyles. It can provide for loved ones at the time of our death. It also is an integral part of any solid financial plan.

Insurance Plus

Living Benefits

Did you know that some life insurance policies also have “living” benefits? These benefits offer protection and peace of mind for your financial well being today and in the future.

Grow

Cash Accumulation

  • Money in your policy enjoys uninterrupted compounding
  • Puts you in control of your money
  • Interest grows tax deferred or tax advantaged
Protect

Avoid Risk of Losing Principal

  • Funds in your policy are protected from market corrections and downturns
  • Year to year gains are “locked in”
  • Unlike assets in the market, your balance does not go negative
Access

Flexibility to Use the Cash in Your Policy

  • For whatever you need, at any age
  • Funds remain liquid and continue to grow
  • Puts you in control of your money
  • Use to pay for
    • Cars 
    • College
    • Down payments on homes
    • Home Remodels

    • Weddings
    • Vacations
Generate

Retirement Income Stream -- Tax Advantaged

  • Policies can also be used to generate retirement income for life – tax free
  • Supplement your other retirement sources (Social Security, pension, property, 401K and IRAs.)
  • Have peace of mind knowing you will not outlive your money
Secure

Medical and Long Term Care Resources

  • Plan against the #1 reason seniors go bankrupt
  • Accelerated benefits provide for long term care and critical care without having to liquidate other assets
  • Prevent decades of saving and sacrificing from evaporating due to medical costs
Preserve

Minimize The Tax Surprise

  • Make sure your 401K and retirement savings have accounted for taxes, which can be 1/3 of your qualified plan balances
  • Explore options to reduce tax obligations so they don’t become an unplanned burden
You Work Hard For Your Money

Protect It Against Events That Can Impact Your Future Lifestyle

Complimentary Resource

A New Way of Thinking to Protect and Control Your Money

You Will Find Out How To…

  • Protect Your Savings
  • Optimize the Returns on Your Money
  • Finance Purchases While Potentially Earning Interest
  • Build a Nest Egg Tax Deferred, with Income Tax Free Access

Click below to access a free e-book My Family Financial Miracle by my colleague Merle Gilley.

Get Your E-Book

“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”

~Albert Einstein
https://www.youtube.com/watch?v=i4nh4fInD7k
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