Our Services
OUR SERVICES
Our main focus is to assist you in determining how you can accomplish the goals you have for your life through *"MONEYMAP WEB PRO" a confidential, complimentary analysis of your current financial status.
We provide financial services for the following three areas that an individual or a business will deal with during their lifetime, as well as teaching basic financial principles.
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Accumulation
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Protection
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Distribution
Accumulation
To accomplish this phase we discuss mutual funds, all types of annuities, retirement funding (business plans and personal) emergency funds, CD's, etc.
Protection
We believe the best way to protect your greatest asset (future income) is through low cost, quality life insurance. Equally important, is protecting your current assets in the event long term care is needed.
Distribution
Once we reach the age of wanting to withdraw money, many fear depleting their assets before they die, or, running out of money. Inflation won't go away, neither does the need for protecting our assets. We find that goals can be accomplished with a well thought out plan using many different strategies, based on risk levels and financial needs.
This is accomplished by using some of the following products:
Term Life Insurance
Mutual Funds
Annuities
Retirement Plans
Long Term Care Insurance
Mortgages
Health & Disability Insurance
*The following disclosures are applicable for the reports generated by the MoneyMap: • MoneyMap is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax adviser for information concerning your particular situation. • The reports enclosed within are from information you provided to your adviser or what you inputted into the system. Projections are based on commonly accepted rates of return used in the industry and vary from a 0% rate of return to a maximum of 12% rate of return. • The results contained within may vary with each use and over time. • The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money. IMPORTANT: The projections or other information generated by the MoneyMap regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
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