What We do
To equip individuals and families with the education that need to make the right financial decisions for themselves.
Learn more about life insurance as we cover a variety of questions, such as, “How much is enough?” or “Will I need it temporarily or permanently?” We work together with you to offer solutions from multiple companies, so that you can find the best for your needs.
Life Insurance FAQs
It it enough?
If it is attached to my current employment, can I take it with me if I get laid off or when I retire?
Will I be healthy enough/young enough to get an affordable policy later?
Can I use it for retirement income?
Do I have a temporary or permanent need?
Will I need life insurance when I’m retired?
Retiring well and protecting your retirement savings to last a lifetime is crucial. Navigating the many options that are available to you before you retire is recommended! If you have retired already, it’s not too late to look at additional options that may be available to you.
When does it start?
How long will it last?
How much tax will I owe?
Can I pass my retirement to my beneficiaries?
Can I access it if I have a medical emergency?
Is there any possibility of it being lost due to market fluctuations?
I left the company already. Can I still protect the growth of that retirement account?
Tax Reduction Strategies
We work alongside hard-working business owners to strategically reduce their taxes, so business owners can focus their energy on growing their business. We answer many questions for example, “Am I paying more taxes than I have to?” or “Can I find more profits in my current business practice?”
Business Owner Tax FAQs
As a business owner, am I paying more taxes than I have to?
Can I find more profits in my current business practice?
I like my CPA. If I work with you, do I have to switch CPAs?
We assist everyday entrepreneurs to understand how to build their own companies. We discuss details such as, “Can I build a full-time income on weekends and part-time hours?” or “Are there tax benefits with or without w-2 income?”
Do I have what it takes to start my own company?
Can I build a full-time income on weekends and part-time hours?
Will training/licensing be offered?
Is it expensive to start?
Are there tax benefits? Are there tax benefits if I also have w-2 income?