Planning for Your Future Financial Security
Safety * Guarantees * Peace-Of-Mind
Financial Needs Analysis
Fixing Problems & Shortfalls with GUARANTEED Solutions
Has your entire life turned out EXACTLY as you planned it? Of course not. This is why having some GUARANTEES in your life is so important. As a business owner you often take enough risks as it is. "Financial Needs Analysis" reveals any shortfalls in your planning so we can fix them with GUARANTEED solutions!
509-996-3425 Call me today or schedule a Zoom meeting
I look forward to learning about you and your business
My calendar is flexible!
My Ideal Client
Are we in alignment?
- You want a stong business relationship
- You are open to new ideas & concepts
- You love someone who needs protecting
- You are fully aware you're not invincible
- You are financially willing and able to act
- You are reasonably healthy and insurable
- You value having security & peace-of-mind
Protect Your Earned Income
Your earned income is the foundation - your greatest asset
Let's do an exercise OK? Get out your calculator. Multiply your annual earned income by the number of years you have left until retirement. Pretty big number right? IS IT INSURED? You insure your home, your cars and life, maybe even your cell phone. DOESN'T IT MAKE SENSE TO INSURE YOUR GREATEST ASSET OF ALL?
Save Your Business
Keep your doors open
You've invested physically, emotionally and financially in building your business. Could it survive if you became seriously ill or injured? Don’t let your hard work and dreams end because of a disability. Keep the doors of your business open with “Business Overhead Expense Insurance” (BOE). It's even TAX-DEDUCTIBLE!
Protect Your Loved Ones
Buy lots of life insurance
It doesn't matter what life insurance "IS." It matters what "DOES." It provides bread and butter, dignity and self-respect for your loved ones, should something happen to you. If you KNEW were going to die TODAY - what condition would you want to leave your family in? How do you wish to be remembered?
Protect Your Retirement
Guaranteed income for life
It's not enough to just "SAVE" for retirement. You need to PROTECT IT from market downturns, taxes, inflation and longevity. "Assets" will never make you happy in retirement. "INCOME, CASH FLOW" is what makes you happy. Let me show you how Annuities can create guaranteed paychecks and "playchecks" for life!
Protect Your Business
Key Person, Executive Bonus and Buy/Sell Insurance
Do you have an employee who is truly "KEY" to your success that should be insured? Do you wish to reward or bonus them? Do you have business partner(s)? Do you both have the instant liquid needed to buy out each other's estate, should either of you die or become totally disabled? I can help you with all of these.