In its most general sense, an guaranteed income planning is an agreement for one person or organization to pay another a stream or series of payments. Usually, the term relates to a contract between you and a life insurance company, but a charity or a trust can take the place of the insurance company.
Life insurance may be one of the most important purchases you'll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more. If you're considering securing you and your family’s financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
How do you maximize your Social Security benefits? I will guide you through the application process while assisting you to get the maximum social security benefits available. The result is the peace of mind from knowing you’ll receive the most from your Social Security retirement benefits.
