Wealth Management
Your personal and business wealth is uniquely tied together.
Growing and protecting your wealth covers a wide span of both personal and business assets. We have found that most people want their wealth to grow. On the other hand, most people don't want to lose wealth.
Can you have it both ways?
The answer is a resounding yes you can!
You can participate in market gains with complete down side protection and still get a sensible rate of return. Did we mention there are no annual fees?
That's right — there are no up-front or on-going fees !
PROTECT YOUR BUSINESS
Protect your money... the money you're not willing to lose.
Your business equity and hard assets may also be at risk. You can choose to take a course of action to protect your family, your business and yourself.
By choosing us, we can help you avoid probate taxes, court costs, and reduce the risk of law suits.
We're set to assist your family, your business and yourself today. Let's get started with creating your plan of complete protection now. Let the winds of financial disaster blow... you'll be protected.
WILL YOU HAVE ENOUGH?
Are you fearful of out-living your money?
In the US during the 1930's life expectancy for men was 60, while women was 64. Social Security was started in 1935. However, in most cases, you had to turn 65 to receive your full benefit.
Today, life expectancy for men and women has increased dramatically. The average life expectancy for 2020 is about 79.*
Based on today’s life expectancy, are you going to out-live your retirement?
Past studies indicate that people fear running out of money more than they fear death itself.
When structured to your needs, our wealth strategy can also provide a lifetime income stream. You will never outlive your money. At death, all remaining proceeds by-pass probate and are paid-out to your beneficiaries.
*source CDC April/2020
STARTING YOUR PLAN — YOU’LL BE PROTECTED
It doesn't matter what's waiting around the corner to rob your financial security... you will be protected! You can side step the pain and avoid future losses. You can move forward with assurance and confidence.
Let's work together side by side.
I'll carefully review your current situation. We can then see what you have in place now. Together we will spot the weak areas, and then discuss a detailed plan of how to improve.
There is no obligation on your part!
Protecting what matters most to you, family... business... personal wealth. We can show you how — Contact us now to schedule your free protection evaluation.