PDF Print E-mail

Why Choose Us?

We are an independent financial planning firm and insurance agency. We specialize in working with individuals who require personal financial assistance and appreciate our commitment to protecting and growing their money. Our unique approach centers around your personal concerns. We have no sales quotes; we just want to do what’s right for you.

When you become our client, you will receive:

• A complimentary “In Depth Analysis” about your personal solutions.

• An buy priligy online expert who works for your interests and offers multiple solutions to meet your needs, worries, and goals.

• Free comprehensive yearly reviews of policies and financial investments.

whychooseus
 
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
What's New in levitra online Insurance & Financial Planning?

Tax-Free Retirement

Tax-free retirement is the process of using a permament protection life insurance policy as a supplemental retirement plan.  It’s not the “traditional” life insurance that you are accustomed to where you have to die in order for your heirs to access the benefits of the policy. I’m talking about life insurance with living benefits. These are benefits that you can utilize while you are living.

Benefits

  • The life insurance policy cash value grows on a tax-deferred basis.
  • As long as the policy is not designed as a Modified Endowment Contract (MEC), the client can take tax-free withdrawals up to basis and tax-free loans thereafter from the cash value.
  • No buy clomid online contribution limits like traditional retirement programs. That means you can contribute as much as you want for as long as you want.

Who should consider this as an option?

  • Individuals who have disposable income that are looking for other options to accumulate wealth without any risk
  • Individuals who are putting more that their company match in an employer-sponsored retirement plan (401k,403b, etc)
  • Self-employed professionals or individuals whose income is too high that they do not qualify for traditional retirement programs due to income restrictions

Get Your News Widget

Follow Us

Follow Us on Facebook