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Parents With Children Under 18

Whether you’re a new parent or your children are teenagers, planning and saving will be key. We can help you establish a financial plan to help ensure that you and your child have the best financial future possible.

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.

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FAMILY PROTECTION

1 out of every 6 men and 1 out of every 9 women will not live to retire. It's a fact that people in their 20s, 30s, and 40s die unexpectedly every day. We might not want to think that we could be one of them, but those are simply the facts. Watch this video to learn more about keeping your family safe no matter what happens to you.

MORTGAGE PROTECTION

According to the Department of Housing and Urban Development, more than half of all home foreclosures are the result of the death or disability of the homeowner because every year thousands of homeowners are critically injured or diagnosed with an illness that prevents them from earning an income to pay their mortgage. Watch this video to learn how to protect your home from a similar situation.

COLLEGE FUNDING

``529`` College Funding Plans are tax-exempt savings plans authorized by Section 529 of the internal revenue code. But there are four drawbacks to 529 plans, watch this short video to learn more about the optimal way for you to save for future education expenses.

UNIVERSAL LIFE

We pay for life insurance because we want to protect our family's financial security and to provide them with tax free money to pay off home mortgages, auto loans, credit cards as well as to replace the monthly income they would lose if we are no longer there. Watch this video to learn how Universal Life insurance can help as our needs for life insurance changes throughout our lives.

LIVING BENEFITS

When we experience a serious injury or illness, one that is potentially life threatening like cancer, heart attack, stroke, and especially if our condition is critical and we are in pain, we will do or agree to whatever it takes to alleviate our pain, and improve our condition even if the cost is not covered by our health insurance. Watch this video to learn how living benefits can assist you at the time you may need them most.

EXECUTIVE BONUS

Saving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage.