Asset Protection Wealth ACCUMULATION RETIREMENT TAX PLANNING
SPOILER ALERT: Are you sure you will have enough to retire? For long enough.......?
SPOILER ALERT: Are you sure you will have enough to retire? For long enough.......?
When you approach clients with an all-inclusive, holistic solution that addresses every side of their retirement planning, it is much easier to put a more cohesive plan in place. Our office includes professionals who specialize in each of the important segments from the smallest bit of advice to very complex planning.
You have a silent partner in your IRA or 401k waiting for you to retire and claim their ever-increasing share! If I could save you over $100,000 in retirement, would it be worth the conversation? Please contact me for a totally free tax analysis of your retirement account! There are numerous strategies for obtaining a zero-tax retirement. You can get Uncle Sam out of your account with the right strategy, Let's talk about this and find a method that maximizes what you will get when you finally choose to retire.
Your overall retirement strategy must include Life Insurance at strategic points along the way. Please contact me for a no-cost / no-obligation analysis of your life insurance portfolio.
Now is the time to do this....while Life Insurance is less expensive and you are still insurable at the lowest cost.
100% of widows believe this is INCREDIBLY important!
I started in the Life Insurance business over 40 years ago. I know where to get you what you need.
Did you know that there is a new type of Life Insurance you should have that doesn't require that you die in order to access the benefits? (Do you still have the old kind?) Life insurance with "Living Benefits" is designed to make money available directly to you in case you become critically, chroniclaly or terminally ill.
It is there to keep your family afloat in case of an unexpected illness and it is still there for your family should you encounter an early end to your life here on earth. To learn more about this Schedule time with me or to watch a video on this subject.....
Your retirement is your baby. Even if you have a "plan" in place, it never hurts to put another set of eyes on the patient. (second opinion) We take a holistic approach to your entire retirement strategy. Let us help you minimize taxation, maximize retirement dollars and protect those you love along the way. We do not charge you to analyze your stuation. Put us to the test!
We are excited to speak with you!
Jim
Would you really like to know how money works? Download your digital copy of the best-selling book "How Money Works". Learn why the banks are so profitable and why the IRS can't wait for you to retire. This book will take you through the power of compound interest and what makes it so powerful.
Schedule time with me below. Or call me directly at 404-788-9621 and we will find a slot on the calendars that works for us both.
If possible - we can meet in person. If not, a phone call or a ZOOM Meeting works great, too! I look forward to our conversation
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