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Our Services

  • Life Insurance

  • Health Insurance

  • Annuities

  • Wealth Management

  • Premium Financing

  • Tax Free Living/ Retirement

  • Debt Elimination

  • Tax Free College Funding

  • Uninterrupted Compounding Interest

  • 401K

  • 403B

  • Split Dollar Plans

  • Key Person Insurance

  • Executive Bonuses

  • Mortgage Redemption/Protection

  • Buy-Sell Agreements

  • Pension Maximization

  • Roth IRA

  • IRA

WEALTH CREATION/ FINANCIAL REASSURANCE 

We orchestrate the entire wealth management process and develop unique customized strategies to help each of our clients achieve their goals and dreams. Our team has substantial experience in managing wealth for individuals and businesses. Some of our specialties in educating our clients are on ways to live tax-free while growing and creating wealth reassurance due to strategic financial solutions that protect from market loss.

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INDIVIDUAL/FAMILY PLANNING

From the initial Financial Therapy session, we develop a comprehensive plan that is tailored to each client for both their short and long-term goals. We treat each individual/business unique, and we dive deep into the mental state of mind behind why we make the financial decisions we make. Often the more money one makes, the more debt that person is in. That’s why having the financial literacy behind money and the way it works is imperative in creating generational wealth. This is where we come in!

TAX FREE BUSINESS SOLUTIONS

There are many incentives we can offer to a business owner like health insurance, retirement plans, and life insurance. When it comes to life insurance there are policies like key person that the business owns and then there are other policies like executive bonus' where the employee owns the policy and the employer contributions are tax deductible. Fill out the Business Fact Finder so we can construct a plan for success.

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TAX FREE RETIREMENT PLANNING

Protect the money for your golden years both now and when you retire. We educate our clients on different types of retirement accounts and the ways they work including but not limited to accounts that are taxed now, taxed deferred, contribution amounts, penalties for early withdrawals, and required minimum distribution just to name a few. 40% of Americans aged 65 and older return back to work after retiring. Secure your future by having money that you cannot outlive!

DEBT ELIMINATION

Most of us are not financially savvy and struggle with understanding the best places to put our money in order to earn a high rate of return. Too often we are exposed to market risk that can certainly lead us into a devastating financial future. The average American is in debt but doesn't need to be. We provide debt management solutions and educate our clients on how to have your money working double duty while paying off debt. 

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FINAL EXPENSE INSURANCE

In the event that you or a loved one experienced a health concern that deemed you uninsurable to certain companies, it is not too late to get coverage. We offer a method to get an instant quote below. Just answer a few medical question. No medical exam required for coverage of $1,000,000 or less. Get your free quote TODAY!!!

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