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Financial Planning: Unlocking Wealth's Potential
We only serve a single purpose: to secure your future!
Why Consider Us For Your Retirement Goals?
We invest for long-term results
We provide the best risk management solutions in real time
We maintain consistently high ratings
We keep our promises to securing a better retirement for your life
Pay Bills
Paying those high insurance rates every month can’t be very easy.
Wealth Protection
We work with top financial companies to ensure you get the best coverage
Protect Income
We help you find protection that help pay the bills if a serious injury or illiness keeps you from working.
Life Insurance
If you’re looking for life insurance, we will help you
to find the coverage that budget friendly.
Secure Guaranteed Retirement Account
If you’re looking for guaranteed lifetime protected income that you cannot outlive.
What Propels Us
Millions of families don’t have the financial flexibility and security they need to go after their dreams.
32%
The percent of American workers who run out of cash before next pay day
-CNBC
49%
A survey revealed 49% of Americans -nearly half- have less or no savings compared to last year.
-Bankrate
66%
66% of Americans fear they will run out of money during retirement.
-Nasdaq
#1
The number 1 reason people go into bankruptcy is due to medical bills.
-Forbes
What You’ll Find Out
Answer a few simple questions to see an estimate of how much you may be able to retire on from the time you turn 55 if you were to use a flexible income (drawdown), a guaranteed income (annuity), or withdraw your Life Insurance or Annuity as cash.
Up to 90% of your supplemental plan is tax free with the remaining 10% used for family and asset protection. As you go through the tools, you will learn more about these options.
A flexible way to fund retirement
You can take money directly from your life insurance or annuity to suit your needs and keep the rest invested with income drawdown. While Invested it’s values can ONLY GO UP. Never go down in a down economy.
Get guaranteed income for life
At Freedom 2 Retire we will make sure you have a guaranteed lifetime income. Once you look at the best options for you, you’ll decide at what age you’ll start receiving your lifetime income.
Withdrawing your Structured income
If you’d prefer everything in one go when you retire, you can choose to take your entire Insurance or Annuity. But this money may have to last you the rest of your life.
Frequently Asked Question
Is this “too good to be true”?
Nope. It’s very real.
In fact, these are not new investment strategies. These have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a legally tax-free environment.
Why do I have to plan for retirement if I will continue working?
It may not be that simple. Americans are living longer each year, which means more years in retirement. 63% of those over 65 are unable to work due to illness.
How we can help: We can develop a customized plan to help you grow, access and protect your money for any life event that won't set you back financially.
What is the best plan for me?
The best plan is the one that is based on your goals. Everyone wants to spend their golden years financially secure, but doing so takes time and money. You can start from where you are not financially BUT you have to start now. Starting now creates peace of mind and allows you to make decisions based on power and not fear.
How we can help you: schedule a call today!
Get In Touch
Call 628-288-7880
DISCLAIMER:
Living benefits are provided by no-additional premium accelerated benefit riders, and Long Term Care riders are provided at additional premium cost and accelerates benefit. Payment of Accelerated Benefits will reduce the Cash Value and Death Benefit otherwise payable under the policy. Receipt of Accelerated Benefits may be a taxable event, may affect your eligibility for public assistance programs, and may reduce or eliminate other policy and rider benefits. Please consult your personal tax advisor to determine the tax status of any benefits paid under this rider and with social service agencies concerning how receipt of such a payment will affect you. Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.Guarantees are dependent on the claims paying ability of the issuing company.Guaranteed lifetime income may be provided either by annuitizing an annuity, or through an annuity income rider. Riders are supplemental benefits that can be added to an annuity. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific annuity.The 0% “floor” provided by an indexed life insurance policy or annuity contract ensures that during crediting periods where the index is negative, that no less than 0% interest is credited to the index strategy. However, for life insurance, monthly deductions continue to be taken from the account value, including a monthly policy fee, monthly expense charge, cost of insurance charge, and applicable rider charges, regardless of interest crediting. For indexed annuities, any rider charges continue to be deducted regardless of whether interest is credited. Indexed life and annuity products do not directly participate in any stock or equity investments.