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OTHER SERVICES

​The road to safe, solid and secure income:

Planning
Improve the Strategy
Results

Since no two personal situations are the same, no two solutions are the same.  We look at your own issues, concerns and resources and then develop strategies to provide the desired results.

LONG-TERM CARE

 

Paying for long-term care is a major concern for seniors since about one third of all persons over age 65 have to spend some time in a long-term care facility or at home with home health care professionals tending to them.

Nothing is more aggravating than spending big bucks on something you hope you never need! 

We feel the answer to this problem is asset-based long-term care insurance. If you have a large CD ear-marked for long-term care and never need it, your heirs will receive the money in the CD.  But if that same amount was placed into a life insurance policy with a long-term care rider, there would be much more money available to pay for long term care if you needed it and much more for your heirs if you did not need it. On top of that, should you need the money you paid in for something else, it is available! Contact us now to see if you qualify.

PRIVATE LENDING CENTER

 

Most Americans spend more money financing cars over their lifetime than they will have in cash at retirement!  If you could recover all of the money you sent to a third party financing cars it would supercharge your retirement!

A Private Lending Center is a concept, not a product, that will benefit your family for generations to come. Contact us now to see if you qualify.

NON-TRADITIONAL INCOME STRATEGIES

 

Although Non-Traditional Income Strategies can provide a very reasonable rate of return, they are not for everyone.  They are not securities and are not liquid or transferable which means you are in them for the term.

If you want more monthly income, have other liquid assets and can afford to invest a MINIMUM of $25,000 to $100,000 for a term of 1 to 10 years depending on the strategy, then you should ask about these.  Live on a reasonable interest income instead of withdrawing your principal in a low interest investment!

Living on interest instead of principal will MAKE RETIREMENT GREAT AGAIN!

Visit

305 W. Woodard St.

Denison, TX 75020

 

Call prior to dropping by because I am usually out of the office seeing clients & prospects who are not able to come see me.
 

Call

T: 903-463-1151

C: 903-624-8884

You can call cell after normal business hours

or weekends.

C

© 2012 by Independent Financial. No animals were harmed in the making of this site.

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