Financial Freedom

is Not a Myth

We offer solutions for Debt Elimination, Medicare,
Post-retirement & More.

Kimberly Pohler
Kimberly Pohler

Financial Freedom

is Not a Myth

We Offer Solutions for Medicare, Post-retirement,
Debt Elimination, & More

Long Term Care Planning – Planning for the Unexpected.

The unknown cost of health care is the most significant risk to any retirement. When you consider that 70% of individuals age 65 will require some form of care, whether it be in-home care, assisted care or nursing home care in their lifetime and the Alzheimer Association states that every 65 seconds someone in America will be diagnosed with Alzheimer’s, it is vital to plan accordingly of how to pay for that care. The alternative is self-pay or to spend down all your savings, CDs, and retirement accounts that you worked your entire life for to pay for that care.

There are answers to these potential problems. A qualified financial professional that is well versed not just in what the problems are but also with what solutions are available through proper planning is crucial to your planning and peace of mind.

Kimberly Pohler
Kimberly Pohler

Take back control of your life and provide excellent long-term care for your aging loved one. Or get a head start with access to the best strategies for your own long-term care. Receive your free copy today when you supply all required shipping information through the link below.

Kimberly Pohler

Business Planning & Cash Flow Management

Owning your business can be one of the most satisfying experiences of your life. You can follow your dream, earn a good living, provide employment opportunities for others and even make a difference in the world. But owning a business also entails a lot of responsibilities.

Creating a strong foundation is crucial to the livelihood and growth of the business. Protecting against events that may threaten your business's future beyond the basic property/casualty protection is vital.

How We Can Help You

We can work with you to increase your cash flow, reduce your liabilities, assist in growing your business, protect you from the loss of a key employee, protect against disability, establish your true business value and implement a succession plan.

We can help comprise the plan that meets all phases in your business: growth, accumulation, maximization, and protection – which results in a successful business plan.

Kimberly Pohler
Kimberly Pohler
Kimberly Pohler

Retirement Plan Enhancement

Retirement planning can be complicated by the number and complexity of financial factors that must be taken into consideration, including:

  • Social security
  • Employer pension or other qualified retirement plans
  • Personal savings and investments
  • Life insurance policies
  • Projected financial needs
  • Taxation
  • Other issues important to a specific client

Due to the complexity of retirement planning, you should work with a financial professional that is well versed in not only the challenges you face in retirement planning, but the ability to provide you with the most important aspects needed to create a well-balanced retirement that meets your needs.

We can help you identify your needs, goals, and resources, set clear financial objectives, construct financial strategies, and assist you in executing the plan by providing funding vehicles to implement these strategies.

Other Services We Offer

What if I could show you how to be completely out of debt in 9 years or less, including your mortgage, without spending any more money than you are already spending.

Learn how to accomplish a variety of your short-and long-term goals and dreams, including:

  • How to grow your wealth safely and predictably whether the markets go up, down or sideways
  • How to bypass banks, finance, and credit card companies altogether and become your own source of financing
  • How to pay for college without going broke
  • How to eliminate the need for ever filling out a credit application again
Kimberly Pohler

Other Services We Offer

What if I could show you how to be completely out of debt in 9 years or less, including your mortgage, without spending any more money than you are already spending.

Learn how to accomplish a variety of your short-and long-term goals and dreams, including:

  • How to grow your wealth safely and predictably whether the markets go up, down or sideways
  • How to bypass banks, finance, and credit card companies altogether and become your own source of financing
  • How to pay for college without going broke
  • How to eliminate the need for ever filling out a credit application again
Kimberly Pohler