Wealth Building and Protection We all need retirement money. It is likely that you have methods of saving and building the funds for the future. You may have an advisor for this accumulation phase. We work in conjunction with you, your advisors, and the plans that you have in place. Our expertise is not in […]
When should you claim Social Security? Claiming Strategy to Maximize Benefits We know that delaying claiming benefits will yield a higher benefit for life, but other factors can affect an optimum solution. Considerations Are you Single or Married? When is your Full Retirement Age (FRA) When is the FRA of your spouse? When do you […]
Premium Financing Premium financing enables you to purchase the life insurance you need without liquidating other investments or substantially changing your normal cash flow. When properly structured, premium financing helps transfer your estate to your heirs without liquidating assets. Additional benefits include access to funds below market interest rates while retaining current stock positions or […]