Utilizing features of the Pension Protection act, you can use current assets to leverage future long term care expenses as an alternative to purchasing an individual long term care policy. Some of these features could allow for tax free withdrawals under the act and, if structured properly, can last you and your spouse’s lifetime.
Helping you understand Life Insurance.
Life insurance is a dynamic, changing instrument that can be affected by interest rate fluctuations, market cycles and mortality tables. For the first time buyer, we like to educate you on the different
products available and help you select the appropriate type and amount that suits your needs. If you currently hold an insurance policy that is more than 5 years old and has never been reviewed, you need to re-examine your coverage for price and performance to be certain that it meets your goals.
Helping you analyze your present financial situation.
Building personal wealth and financial security is both an art and a science. To be successful, one must use a variety of skills in analyzing potential outcomes, implementing strategies and monitor the desired results. Coordinating these steps is an ongoing and ever-changing process due to
variations in economic circumstances surrounding one’s life. Our goal is to provide a more efficient and cost effective approach to building wealth. This process focuses on the strategic positioning and movement of your money which seeks to improve the effectiveness of your money over time.