Financial planning is important for everyone, as is making sure you have adequate life insurance and income protection. But did you know there are life insurance options available that can help fund your retirement - tax-free?
We help people devise the best plan for maximizing their life insurance policies in a way that can contribute to retirement funds. We take a thorough look at your current financial situation and analyze your goals and help you design a life insurance and retirement plan that fits YOUR needs.
We have been changing lives and leaving legacies for almost 30 years. All those years we’ve specialized in showing people how they can have a “Tax-Free” retirement, as provided in IRS codes 101 and 7702. My commitment is to you, the individual, and your specific needs and not to any particular company, agency, or product. We are licensed in Arkansas, Louisiana, Ohio, and Texas but can become licensed in any state if needed. We would greatly appreciate the opportunity to serve you according to your specific needs.