"An investment in knowledge pays the best interest."
- Ben Franklin
Our first priority is helping you take care of yourself and your family. We learn about your personal situation, identify your dreams, goals, and concerns. Relationships that encourage open and honest communication have been the cornerstone of our foundation for success, with clients and other Financial Professionals.Working with Financial Professionals is seamless. We are an extension of your business. Protecting your clients assets, income and lifestyle actually helps protect your practice and your retirement.The goal of asset and lifestyle security starts with a conversation. The process is interactive and holistic. Working with your other professionals - CPA, Financial Advisor, or Planner is a team effort. We meet online, throughout the USA, at your convenience. Usually a phone/computer screen share or 'Zoom' meetings. Meeting in person is an option.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular concepts or products. We'll get back to you quickly with a thoughtful answer.
*Long Term Care/Short Term Care/Living Benefits (qualified with IRS) Traditional Hybrid, life or annuity base Linked, life with drawdown Membership - no age or medical restrictions Strategies for maximum tax deductions
*Reviews of current living benefits; evaluating, updating*Annuities Growth Income Long Term Care*Business Solutions Executive Carve outs Exit Strategies for selling a business Business Transition Readiness*Estate Planning Online platform or Attorney referral Revocable Living Trusts funding Irrevocable Living Trusts funding*Life Insurance Living Benefits Term Permanent*Premium financing With collateral No collateral
At aMoreSecureFuture.com the idea that everyone should have the opportunity to protect their savings, investments, retirement and life style through robust insurance solutions is our goal. It is in reach, ready to happen with the dignity and respect you deserve. We collaborate with you to protect your assets and lifestyle using the most current options available.These are not "your grandfather's" solutions. They have come a long way with flexibility, the ability to target your specific concerns, protecting your portfolios and lifestyle.
Not everything works for every situation. Evaluations and planning require honesty and knowing "what fits where and for who". We are dedicated to understanding the ever changing financial landscape and our clients needs as time goes on. With the focus on identifying and capitalizing on market trends and product opportunities we create solutions for our clients risk concerns. Financial Professionals can be confident they are receiving appropriate, state of the art results for their clients with noconflict of interest.
Your family and lifestyle are important to us with your financial security top of mind..
Providing now for a safer more secure futureHelping safeguard your retirementProtecting Assets, Income & Lifestyles
Our firm specializes in helping individuals and business develop sound lifestyle and portfolio protection strategies. Whether you are retired, approaching retirement or still building your retirement, please take the time to explore our website and the wealth of information offered. Understanding financial concepts and products takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Businesses can benefit from out Key Person options, our resources for developing a robust Business Exit Strategy, or our Business Transition Readiness platform.
There are unusual challenges for retirement today with the biggest concern for many of outliving their money. We focus on protecting what you have as well as helping with other issues that are critical to your financial well being. Our approach is holistic, always with you the client at the forefront.
Providing now for a safer more secure future.