IF you answered YES to the first four questions above, your search for a solution is now over.
Just give us a call at 470-253-9711 ext 101 to schedule your complimentary consultation with our firm.
Did you lose money during each of the past 4 major bear markets in 2000, 2001, 2002, and 2008? Did you lose money in 2011? IF you are an affluent family that has ever suffered LOSSES with your investments, and you are looking for alternatives from the insurance industry with safe and secure assets that can average 3%-5% per annum, without stock market risk and with all of your annual gains locked in and protected from future losses, we may just have the solution to for you with services offered from our insurance advisory division. Perhaps you just want some guaranteed retirement income for the rest of your life? No matter what your preference might be, we’ll design and implement a plan to address these concerns for you.
Did you pay too much in taxes last year? Will you pay more than your fair share in taxes this year? How about when you retire….will you pay twice in taxes what you think you might have saved from all of the contributions you made to those deferred tax calculation retirement plans also known as 401K’s and IRA’s? If you are concerned about the level of our country’s debt, our government’s spending habits, the financial plight of social security, the amount of wars we still haven’t paid for or any of the other myriad reasons why taxes are more likely to be higher, much higher in the future, and perhaps at a time when you are retiring and might need every penny you can get, then we share the same concerns that you have. However, you can’t walk blindly into your future without a plan to mitigate these risks and concerns.
Call us today and we can enlighten you on the steps our clients are taking with our help to mitigate and even eliminate these risks and concerns. We’ll also share steps they are taking to prepare NOW to enjoy a TAX-FREE retirement lifestyle while having the income they need or desire at retirement.
You can sleep better at night knowing that your investments are better protected TODAY and in the FUTURE from further losses, while also protecting your nest egg from being ravished by higher taxes during your lifetime and the lifetime of your heirs when they inherit your assets.
Call us today at 470-253-9711 ext 101 and it will no longer be a mystery how other affluent families and business owners are Winning The Money Game utilizing our Tax Planning and Insurance Planning services. Just for calling and scheduling a consultation, we’ll send you two very special articles: How To Win Without Losing….Money and How To Plan For A Totally Income Tax-Free Retirement
Provide your name and email below and we’ll send you an electronic copy of both articles so you don’t have to wait on your postal carrier.
One of the main reasons we exist is to serve as a trusted advisor and a fiduciary to our clients. By serving in this capacity, we ensure that our client’s goals and objectives are always our number one priority while our goals and objectives as a firm are secondary.
Through Winning The Money Game With Ike, we offer Strategic Tax Planning and Insurance Advisory services to our clients. Working with some of the top A-Rated insurance carriers in the nation, and drawing on the vast experience of our founder, we design and implement plans that help affluent families create taxable or tax-free retirement income for life, while experiencing growth on their money but without risk by using safe and secure assets from the insurance industry. The end result of our planning process is to help our clients achieve or maintain financial independence, and have peace of mind.
Everything You Don’t Know About Achieving Financial Independence
Winning The Money Game is a must read for anyone who wants to know the real truth about achieving financial independence. Find out what you don’t know about spending, saving, investing, insuring and planning wisely for the future…so you can achieve financial independence!
In my 15 plus years as a financial strategist, I have found that many of my clients have needed to make a “shift” in their thinking in order to achieve the financial goals they desire. Several years of being in the trenches and experimenting with what works and what does not work has led to financial victory for the clients I serve. That process has led to the birth of this book, Winning The Money Game: Separating The Myths From The Truth.
After achieving financial independence at the age of 34 in 2008, he refers to himself as “The Financial Independence Coach.” The clients he serves fall into one of two groups. The first group of clients he serves are baby boomers with liquid investable assets who are willing to delegate all of their financial and investment headaches to someone that can help minimize them. These are clients who have expressed frustration with not getting anywhere close to their retirement goals. So, what he does is show them a 3-step process he uses to design a plan to address their financial and investment headaches. These plans are designed to help clients who would like to seek the growth of their investment portfolios while managing risk so they can achieve financial independence.
Are you paying too much in Taxes?
If you answered YES to the question of paying too much in taxes, then I have one more question for you: When was the last time your tax professional came to you with an idea to save you money in taxes utilizing proven Tax Planning strategies? If it’s been a while or you can’t remember, then it’s probably time to asses just how much value you’re getting from your current tax professional.
Most people view life insurance as something that only benefits those who you leave behind after death. And, when you focus on just the death benefit that’s associated with a life insurance policy, then that is certainly true. But, what if there were living benefits within a properly designed policy that you could benefit from while you are alive…..might that change how you view life insurance?