Retiree, Pre - Retirement, Business Owner. We seek to educate and serve individuals so that they have the confidence to make decisions and the action steps to move forward. Take a short tour of our classes to determine how we can help you.
Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures. Why bother with estate planning? It is easy. You get to plan where your money goes.
Prosperity and success are what many entrepreneurs envision when they start their own businesses. However, it takes more than a vision for your business to succeed. 98% of most American businesses are small businesses but over 90% of these businesses do not last longer than 3 years. What are the reasons behind that? Poor planning. Poor execution. Poor financial management.
Give customers a reason to do buAccording to LIMRA, 59% of Americans have life insurance. With so many different types of policies available, it’s often another misunderstood financial product. Life insurance can be used as a death benefit, supplemental income in retirement, and long-term care.
The construction of a proposed life insurance solution in a personal financial plan is complex on several levels. As a personal financial planner, you must possess a broad range of knowledge of the various insurance solutions available to have a reasoned dialogue with your clients.siness with you.
More than 90% of business owners have prominent issues that disrupt, disable, and perhaps kill business. One dozen issues can negatively impact business – yes, kill the business. Unfortunately, many do not take the time to plan and protect what they have worked so hard to build. If you seek to protect and nurture your baby, now is the time to do so. After much concentration and consideration, the following are issues EVERY business owner or any business vendor (attorney, accountant) MUST consider ensuring the business not only survives but thrives. I call them Business Killers!
Annuities similar to other financial instruments seem to get a bad reputation. From fees to returns, many individuals and even financial firms despise annuities. Annuities can play a valuable role in providing guarantees and strengthening an overall retirement plan. Annuities are actually a very solid investment when discussed properly with clients.
We love our customers, so feel free to visit during normal business hours.
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.