Individuals and CouplesPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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People Over 55We all want the money we save for retirement to last as long as we do and provide us with as much income as possible without any risk of running out of money. The money we save in a 401k, 403b, IRA or SEP plan is simply not the best way to grow and protect our retirement savings or provide retirement income for the rest of our lives without running the risk of running out of money. Watch this video to learn about a better solution.
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Disability IncomeEvery year, on average, 11% of the US Population between the ages of 20 and 60 suffers some sort of illness or injury that prevents them from working and earning a paycheck. Watch this video to learn about how disability income can help protect your family from these risks.
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Health Savings AccountAccording to the Agency for Healthcare Research, low deductibles and small co-pays can increase the cost of your health insurance by as much as 40%. Because minimal co-payments make it easy for us to submit insurance claims for minor healthcare expenses that we can afford without insurance. Watch this video to learn how you can reduce medical costs.
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Critical IllnessAccording to a Harvard University study, each year more than 1.5 million American Households must borrow money from their home equity or retirement to pay for expenses related to a critical illness. Watch this short video to learn how to avoid a situation like that from happening to your family.
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College Funding"529" College Funding Plans are tax-exempt savings plans authorized by Section 529 of the internal revenue code. But there are four drawbacks to 529 plans, watch this short video to learn more about the optimal way for you to save for future education expenses. .
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Dental CoverageIt’s not just about your smile. Maintaining a healthy mouth is important to your general well-being, and our plans can provide dental coverage for people of any age. Even those covered by Medicare can apply. Watch this video to learn more...
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IRA RolloverThe money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.
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IRA ConversionHere's the Problem, the money in your IRA is not all yours as much as 40% of it maybe more of it belongs to the government, Because your IRA money is only tax deferred, it is not tax exempt - and you've got to pay tax in every dollar in your account even if you leave it all to your family. Watch this video to learn more on IRA Conversion.
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