Broker Check

Protection

Assets, Income & Life 

Phase 1 - While you are working, building your wealth on the personal or business level, a loss of income or the inability to work, generate revenue or continue with your business is a possibility to consider.

We are available to discuss the particulars of a strategy that will illustrate a plan to meet your unique needs to help cover your loss of income or your business overhead expenses in such a situation. 

Phase 2 - Taking care of the inevitable in the event of premature death or standard death. Life insurance will provide the financial resources that will help take care of those needs such as, accomplishing an objective to make sure that your family lifestyle will continue without being jeopardized, to have enough resources to pay off any outstanding liabilities, send your kids to college, or the purpose of estate planning, wealth transfer, or purely for a business continuation purpose.

Feel free to reach out to us to discuss your specific situation. We will share the significant role of life insurance to either provide, death benefits, or for the purpose of retiring debts, wealth transfer, business continuation plan, or to supplement retirement income needs.

Phase 3- Protecting the most important assets or portfolio that you spent years planning, for the purpose of accumulating retirement wealth to accomplish a financially independent retirement lifestyle.  Considering investment vehicles and building a reliable investment portfolio based on a risk-reward adjusted basis with the ability to add a guaranteed stream of an income, becomes vital, especially if you are within 5 years of reaching your retirement zone or have already retired.

We would like to chat about your particular situation and to discuss strategies on how to build your investment portfolio to help reach a financially independent retirement lifestyle.

Contact us for a confidential no obligation consultation. Call (800) 560-1988 or click here to contact us by email [email protected]