Helping you make sure your estate is taken care of by collaborating with qualified estate attorneys and other professionals. Assisting you with Annuities, Long-Term Care Insurance, Life Insurance, and other insurance products. Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Services
Invest with an advisor with a long history with Dave Ramsey. I have been listening to Dave Ramsey since he went nationwide in the early 1990's. I have led many Financial strategy classes over the years and a long time ELP under the old program. I am also one of the original members of SmartVestor Pros.
Your investments are important to you and to us. We take the time to understand your individual investment goals. Then, we work with you to manage your various securities (shares, bonds, and other securities) and assets (e.g., real estate) to help you pursue your goals. You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A document published by the Internal Revenue Service (IRS) that provides information on individual retirement arrangements (IRAs), including how to set up an IRA, how to contribute, how much can be contributed, how to treat distributions and how to take tax deductions for contributions made to IRAs.
Annuities are designed to help meet long-term goals such as retirement and the earnings typically accumulate tax deferred. One of the greatest potential risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses.
A tax-exempt irrevocable trust designed to reduce the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified period of time and then donating the remainder of the trust to the designated charity. The whole idea of a charitable remainder trust is to reduce taxes.
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