One size does not fit all, and you deserve understanding versus being told what to do.
Making money is the easy part, but keeping it is the hard part for most, not to mention making your money work for you, so you don't have to at some point.
If asked about 12b-1 fees or RMD's, would you know what those are or how they affect you now or long term?
Have you ever wanted to ask about a plan but didn't know where to turn?Did you ever pay for a plan?
Have you ever learned the basic rules of money like the Rule of 72?
Were you ever told something was terrible and not to do it? Do they even have it to help?
There is a multitude of products to provide different solutions for various situations.
Were you taught to pay off your house sooner by giving more to the bank?
We help take the confusion out by giving an education up front, then gather information, and strategize to find the best solutions.
Below are a few strategies that are popular amongst the clients we have served:
· How to pay off your house in half the
time, paying less to the bank and let
your mortgage fund your retirement
· How to take distributions from
Qualified Plans like 401k’s & IRA’s, and
have someone else pay the taxes.
· Retirement Insurance strategies
· Equity Management
· Wealth Preservation
· Tax Strategies
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