We specialize in Risk Mitigation, Investment and Asset Protection. We are hypersensitive to losses with your future in mind. We help you build a firm financial foundation, guaranteed lifetime income as well as show you tax-exempt solutions America’s Elite savers love. Six areas of focus: Increasing Cash Flow, Debt Management, Emergency Fund, Proper Protection, Build Wealth and Preserve Wealth.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.
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EFC Endorsement
World Financial Group (Agent Byron Kelly) has met and exceeded our strict qualifications in order to receive our endorsement.