RESOURCES
“Let money work for you and you have the most devoted servant in the world … There is nothing animate or inanimate that will work so faithfully as money when placed at interest, well secured. It works night and day, and in wet or dry weather.”–P.T. Barnum
We stress establishing and maintaining liquidity, use, and control of one’s money. Capital is critical in today’s society. By putting our clients in a financial position, where they can borrow money against funds that they control, rather than borrowing from the financial institutions for large purchases; we put them in control of their money, and save them the money that would have been transferred on interest and lost opportunity costs. You can be a debtor of the bank, and play by their rules; or you can use your own source of funds and play by your own rules.
Let us show you how!
If you have a question about the following, schedule a visit with us today!
Family Protection
Do I have enough life insurance in place to protect my family?
Do I have my income protected?
Let us guide you in better understanding what you have, and how it works.
Qualified Retirement Plans
What do qualified Retirement plans really do?
Qualified Plans are tax postponed retirement accounts sanctioned by the federal government.
Retirement Planning
What tax bracket will I be in at retirement?
Let our team of specialists help you take the mystery out of retirement planning.
Mortgages
How long should I finance my mortgage? How much should I put down?
Your house may be one of your most valuable assets. How you choose to pay for your house now may have a long-term effect on your financial plan.
College Funding
How much should I be paying on my school loans?
How much should I be saving for my kids’ education?
College planning basics and what parents and students need to know to plan early.
Opportunity Cost
Most people spend more time planning for a vacation than they do planning for retirement.