Strategic Retirement & Insurance Planning
Cross Creek Office Reserve, 1650 Murfreesboro Rd. Ste.153
Phone: 615-519-2261 Fax: 615-250-0518
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We care about our clients...
Address your concerns. Studies have shown people fear outliving their money more than death.
Here's the good news-people are living longer! Here's the bad news-people are living longer!
The safety and security of your financial life is your priority, we are happy to create a plan for you.
The Pension Protection Act , allows qualified funds to be used as asset based long term care funds in a vehicle providing a non-qualified stream of income. This serves individuals who may have health challenges, or may be of great use to those who are taking required minimum distributions without a plan for that income.
We are able to answer your questions about this plan and also offer information on the use of qualified funds to create a tax free death benefit with instant liquidity.
Send us an email on our contact page for more information on these new insurance plans that could save you money simply by repositioning your portfolio.
PRODUCTS AND OPPORTUNITY....
OUR MISSION STATEMENT
Our mission, is to create a unique plan that will provide a secure, reliable income that can not be outlived in retirement. Securing the future and legacy for our clients through a sound approach to all aspects of working life and retirement.
We approach each situation, by carefully analyzing needs and risk capacity/tolerance, with consideration of health, legacy, social security, inflation, lifestyle, pensions, benefits and insurance.
Our experience, software, and staff are able to create a specific design to serve our clients with the most effective perspective and analysis available today.
BOB & JO
They have been our clients for many years and it is our pleasure to assist their claim. This picture, taken in our board room, is of Bob & Jo enjoying the modern technology of a software illustration.
Also a preview/ultrasound picture of our MGA Pamela H. Hughes' grandbaby.
Footnote: It's a girl, 6 lbs. 9 ozs, and a head full of hair! What a wonderful present. Congratulations to the parents and grandparents, of the new arrival-
Aleia Noelle
Update- Aleia has turned 7 years old and has two baby sisters, Avinn Elizabeth, and Piper Juliette, plus a new adopted big sister, Cloie SueAnne (named after 'Gma', Pamela Sue! Her G Team, plus two grandsons Jordan James, and Justin Cole!
OUR HAPPY CLIENTS......
Work optional lifestyles are possible when you consider your 'retirement' as a business strategy. The 'fixed income' may be enhanced with planning. Each person is unique, with different priorities. Rearranging to utilize the options today may improve everything by taking control with a solid plan.
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Latest crediting strategies for optimal and safe gains.
Offering our webinars online in both live and recorded format.
Social Security Planning
Retain Your Gains
Hidden 401K fees
Paycheck for life
and many more...join us today to learn what's happening with your money, and how you can have control!!
