What is a Financial Planner?A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Financial Products
Life Insurance
Most people are either underinsured by having just enough insurance to bury them. They're not prepared to position their families for a better financial future. Life insurance is a vehicle that can generate wealth while you're living and after death. If your life insurance is not doing that, contact us. "We invest in insurance for our cell phones, homes, and cars. Why not insure YOUR LIFE, your most valuable asset?" Key Person/Business Continuation Insurance Key Person insurance is a type of insurance that helps compensate a business if the owner or main employee dies or becomes critically ill. How often do we see business owners spend years and money building a business, then to see that business fail after the owner dies or becomes critically ill. Our agency can structure a plan specifically for your business so your business and legacy survives long after you or a main employee is no longer able to contribute due to death or critical illness. Retirement Planning When it comes to retirement, most people are depending on their Variable IRA or 401K! These retirement vehicles put you at risk of losing money. We offer retirement options that provide our clients with rapid financial growth while protecting them from losing money. Generational Wealth Building One of the greatest tragedies is that many don't realize the importance of building wealth that can be passed forward to the next generation. A good man leaves an inheritance for his children's children. Our agency helps families build financial legacies that will last for generations to come. IRA / 401K Rollovers
Many individuals change jobs and leave their money in their former employer's 401k plan. The issue with that is your investment is sitting dormant and you are not protected from financial loss due to stock market decline. Our agency helps our clients put their money in safer vehicles that protect their money against loss with tax free growth! |
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