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Is Your House in Order?

Not your spiritual house, today let's address your financial house.

  • Do you have a last will and testament or a living trust?

  • Do you own a home or other high value asset?

  • Do you have a financial Power-of-Attorney?

  • Do you have a healthcare directive to the doctors in place?

  • Do you have at least 1M dollars in life insurance?

  • Do you have life insurance with living benefits?

  • Do you have an old retirement account you’d like to see grow with compound interest?

  • Do you have a plan for the succession of your business?

For Your Small Business

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Scenic Bike Ride

For Your Retirement

Wealth Check-Up

  • In-Home and Virtual
     

Financial Needs Analysis 

  • Guaranteed Life Income

  • Retirement Rollovers

  • Annuities/IULs


Insurance with Living Benefits

  • Long Term Care

  • Critical Injury

  • Chronic Illness

  • Dementia

  • Fertility

 

 

For Your End-of-Life

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For Your Financial Education

How Money Works Series
 

  • Power of Compound Interest

  • The Time Value of Money

  • The Rule of 72

  • Creating an Emergency Fund

  • Strategies for Debt Management

  • Increasing Cash Flow

  • Build Your Wealth

  • Protect Your Wealth

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