Asset Protection Wealth ACCUMULATION RETIREMENT TAX PLANNING
Educating You on the Best Options for Your Retirement!
Educating You on the Best Options for Your Retirement!
Being educated on your investment strategy empowers you to make informed decisions, reducing risks and enhancing potential returns. Understanding the "code" helps you navigate financial markets confidently. A well-informed investor, who knows the "code," can adapt strategies to changing conditions, ensuring long-term financial growth & stability. Knowledge is power in the world of investing.
This is NOT magic! It is Math & Science. We want to teach you how it all works so that you know EXACTLY how your retirement nest egg is growing!
Would you be amazed if we showed you a way to get all of the taxation out of your 401k or IRA and have somebody else pay the taxes for you?
You have a silent partner in your IRA or 401k waiting for you to retire and claim their ever-increasing share! Don't let Uncle Sam make you the victim. If I could save you up to $100,000 or more in retirement, would it be worth the conversation? Please contact me for a totally free tax analysis of your retirement account! See our write-up in Economic Insider!
Your overall retirement strategy must include Life Insurance at strategic points along the way. It is the first building block in constructing a solid retirement plan. 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 and I know how to find the right solution for each individual 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 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, guarantee you a lifelong stream of income and protect those you love along the way. We do not charge you for our Strategic Assesment. Put us to the test!
We are excited to speak with you!
Jim
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.
Schedule time with me at the link 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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