Get truthful information as they prepare for how to best invest, establish an estate plan, and organize final plans for their heirs. Obtain cost effective materials to outline and define a plan of action. Download information and tools to prepare from someone in the same or similar status in life.
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What’s Your Plan?
Dealing With Inflation / Taxation
Tax-Deferred Investments
- Tax-deferred accounts provide an immediate tax benefit for the investor. Contributions to these accounts aren’t subject to income taxes. Depending on the type of account, either your contributions are withheld from your paycheck before taxes or you can deduct your contributions when you file your income tax return.
// Services
We ensure best insurance services for our clients.
Life insurance
Annuities
Medicare / Long-Term Care
Final Planning
// Why Choose us
Most of the people choose Us
Final Expense Planning
Served thousands of families in Final Expense Planning over 13+ years as a Licensed Funeral Director.
Retirement Advising
Managed Individual Retirement Accounts, employer Retirement Investment Plans, and issued Insurance Policies over 10+ years.
Estate Strategy & Planning
Supported 1000’s of families in creating an Estate Plan, including coordinated tax-exempt strategies and preparing legal forms to document wishes
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336 701 3069
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Request a zoom or phone call to discuss Pension Review, Financial Needs Analysis, or get a final plan in order.
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// FAQ
Frequently asked questions
When Should I Start Planning?
There is no correct time, however most will look at starting a plan when financially it is in your best interest to do so (you have spare change you want to put away monthly) AND/OR retirement is ten to fifteen years away and you want to protect assets and your legacy.
How Do I Begin?
The answer is never perfect! Most begin planning by solving whatever is of highest importance to them in that moment, such as an illness so you start with final planning, or you earn a promotion at work so you start with tax-exempt investment planning.
Is There An Advantage To Wait To Retire?
Each person has a set of circumstances pushing and pulling them when answering this one. However, you can easily know financially if you are prepared for your dream retirement AND/OR determine what you are willing to do without with less income in retirement.
Do I Need And Estate Strategy?
Many factors make each of us who we are. An Estate Strategy may sound like a lot of work, however most find that it provides the ability to be in control of what their future will look like.
What Happens If I Do Not Plan?
Short answer, You most likely won’t know. Unfortunately, doing nothing is still a choice made by you. Someone/Something else, Probate, Heirs, State, etc., will use your choice, or lack thereof, for guidance to determine their/its role in what happens to you and your stuff