Protection Planning
Okay Protection! Protection for the family. This area is HUGE, huge for a family. This season is a BIG one because you’re usually younger when you start looking at the protection of the family. Because maybe you need health care insurance, you need to have life insurance in place, you need Dental, you need Vision, you need all those things that you really don’t want to have to take care of, but you know that you’ve got to protect your family. There is critical illness to talk about as well as mortgage protection.
You have a home now, how do you protect the home in the event your job goes away? Or you pass away and how is your spouse suppose to pay for the mortgage? Also, we talk about disability income, what if you do get hurt? So, there’s a lot of different areas that are not always so fun to talk about but it’s a reality that this is a season we have to talk about. It’s the preparation season before the winter comes. Because unfortunately, we don’t want to be in the winter season of our life and have a problem that we did not prepare for.
College Planning
- Scholarships
- FAFSA
- Cash Protection
- Cash Growth
- Start sooner than later
Eliminate Debt
- Mortgage
- Care
- Credit Cards
- Personal Loans
- College Debt
Protection Planning
- Health Care
- Critical Illness
- Cancer
- Mortgage Insurance
- Life Insurance
- Disability Income
Retirement Planning
- Accumulate
- Preserve
- Distribute
- Transfer
- Tax Free Retirement
- Lifetime Income
Social Security
- How to Sign Up
- Most Effective Time to Sign Up
Medicare
- How to Sign Up
- When to Sign Up
- What Supplement
- What RX Plans
Long-Term Planning
- Where to Receive Care
- How to Not go Broke in a Nursing Home
- Assets Allocated to Pay for Care
End of Life Planning
- Funeral Planning
- Wealth Transfer
- Charitable Giving
Not sure what stage you are in?
Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.
Protection Planning
Okay Protection! Protection for the family. This area is HUGE, huge for a family. This season is a BIG one because you’re usually younger when you start looking at the protection of the family. Because maybe you need health care insurance, you need to have life insurance in place, you need Dental, you need Vision, you need all those things that you really don’t want to have to take care of, but you know that you’ve got to protect your family. There is critical illness to talk about as well as mortgage protection.
You have a home now, how do you protect the home in the event your job goes away? Or you pass away and how is your spouse suppose to pay for the mortgage? Also, we talk about disability income, what if you do get hurt? So, there’s a lot of different areas that are not always so fun to talk about but it’s a reality that this is a season we have to talk about. It’s the preparation season before the winter comes. Because unfortunately, we don’t want to be in the winter season of our life and have a problem that we did not prepare for.
College Planning
- Scholarships
- FAFSA
- Cash Protection
- Cash Growth
- Start sooner than later
Eliminate Debt
- Mortgage
- Care
- Credit Cards
- Personal Loans
- College Debt
Protection Planning
- Health Care
- Critical Illness
- Cancer
- Mortgage Insurance
- Life Insurance
- Disability Income
Retirement Planning
- Accumulate
- Preserve
- Distribute
- Transfer
- Tax Free Retirement
- Lifetime Income
Social Security
- How to Sign Up
- Most Effective Time to Sign Up
Medicare
- How to Sign Up
- When to Sign Up
- What Supplement
- What RX Plans
Long-Term Planning
- Where to Receive Care
- How to Not go Broke in a Nursing Home
- Assets Allocated to Pay for Care
End of Life Planning
- Funeral Planning
- Wealth Transfer
- Charitable Giving
Not sure what stage you are in?
Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.