Our Services
Financial Planning
Life is more than a paycheck, and my mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As part of the Secure Your World process, I’ll help you create a retirement income plan that balances:
- Your daily living expenses
- Desire for luxuries and quality of life
- Maximization of your Social Security and pension benefits
- Planning for the unexpected and the inevitable
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement income plans designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current investments to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
At Secure Your World you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
Life is more than a paycheck, and my mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As part of the Secure Your World process, I’ll help you create a retirement income plan that balances:
- Your daily living expenses
- Desire for luxuries and quality of life
- Maximization of your Social Security and pension benefits
- Planning for the unexpected and the inevitable
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement income plans designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current investments to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
At Secure Your World you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
Quality Products From Exceptional Companies:
Insurance Services
With the right life insurance coverage, you can make sure your loved ones will live out their dreams, no matter what the future holds.
I know you do everything you can for your loved ones, not because you have to, but because you want to. If you’re looking for affordable life insurance coverage for a specific time period, term life insurance may be right for you. If you want coverage for a lifetime (and beyond), you may want to consider a policy that can provide you with tax-advantaged income when you retire.
Ready to learn more?
The greatest threat to your financial security is not inflation, a crashing stock market, or taxes. It’s the risk you take when you don’t plan for Long-Term Care.
When the market drops, there’s a good chance you can recover some of your losses in six months or six years.
When you’re forced to pay for home health care or nursing care, your loss is permanent.
Many of my workshop attendees have told me they never planned for long-term care, because they thought the cost of protection was too great – or they could no longer qualify for any protection. Based on my experience and research, I can tell you that it’s never too late to plan, and there are always options available.
Would you like to learn more? Contact me today.
Critical Illness is an insurance product developed to help consumers cover expenses associated with critical illness.
This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
Tired of the ups and downs of the market? (Let me show you a guaranteed accumulation strategy that defers taxable gains and offers rates that keep pace with inflation.)
Concerned about outliving your savings? (Consider a plan that can provide you a stream of income you cannot outlive.)
If your answer is yes to either or both of the above questions, you should consider a tax-deferred annuity.
Of course, there are non-insured options that could accumulate more and provide you a regular stream of income. The problem is that they may fall short once you need an income to help you replace what you once made.
So, would you like to Secure YOUR World by learning more about options to provide the guarantees you need?
With the right life insurance coverage, you can make sure your loved ones will live out their dreams, no matter what the future holds.
I know you do everything you can for your loved ones, not because you have to, but because you want to. If you’re looking for affordable life insurance coverage for a specific time period, term life insurance may be right for you. If you want coverage for a lifetime (and beyond), you may want to consider a policy that can provide you with tax-advantaged income when you retire.
Ready to learn more?
The greatest threat to your financial security is not inflation, a crashing stock market, or taxes. It’s the risk you take when you don’t plan for Long-Term Care.
When the market drops, there’s a good chance you can recover some of your losses in six months or six years.
When you’re forced to pay for home health care or nursing care, your loss is permanent.
Many of my workshop attendees have told me they never planned for long-term care, because they thought the cost of protection was too great – or they could no longer qualify for any protection. Based on my experience and research, I can tell you that it’s never too late to plan, and there are always options available.
Would you like to learn more? Contact me today.
Critical Illness is an insurance product developed to help consumers cover expenses associated with critical illness.
This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
Tired of the ups and downs of the market? (Let me show you a guaranteed accumulation strategy that defers taxable gains and offers rates that keep pace with inflation.)
Concerned about outliving your savings? (Consider a plan that can provide you a stream of income you cannot outlive.)
If your answer is yes to either or both of the above questions, you should consider a tax-deferred annuity.
Of course, there are non-insured options that could accumulate more and provide you a regular stream of income. The problem is that they may fall short once you need an income to help you replace what you once made.
So, would you like to Secure YOUR World by learning more about options to provide the guarantees you need?