A SEP or simplified employee pension is a great way to fund retirement for Real Estate Agents.
You Can Reduce Your Taxable Income
Plus Invest up to 25% of your income for Retirement Per Year
Call for more information to see if you can qualify for a SEP
817-381-8551
For a Plan for You and or Your Team
We can help set up or move your Traditional IRA, Roth IRA and moving an old 401k to a product that has
Zero Losses
Uncapped Gains
High Participation Rates
Long Term Care
Guaranteed Income for Life
Call
817-381-8551
For a Plan for You and or Your Team
Buy-sell agreement life insurance
Individual and group plans are available
Whole Life IUL Term and Cashback Term for individual Agents or Small Teams
Call
817-381-8551
For a Plan for You and or Your Team
We can help with individual or business plans along with estate planning for you and or your clients. We specialize in senior living and retirement planning. If you have a client thinking about selling their home to move into independent living or assisted living we can help show them how affordable it can be. We can show them how much income they will be receiving for the rest of their life so they can make the decision weather to put their home on the market. One of their biggest fears and objections is. If I sell my home and run out of money what will I do. We can solve that problem for you. Give us a call before your next appointment
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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