Bank on Yourself

Bank on Yourself

BOY – or Bank On Yourself® is a safe and reliable financial management strategy which uses a unique and flexible vehicle to accomplish many different financial goals throughout a person’s lifetime such as financing large purchases and retirement income.

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annuities

Annuities

Annuities can be a safe, smart choice for wealth protection if you know what to look out for. Using a variety of structured payouts, annuities have a unique advantage over other investments, creating a safe, steady source of income that you can’t outlive.

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retirement

Retirement

We’ll show you how to maximize your social security, protect your retirement nest egg from market declines, create tax-free retirement income, and generate lifetime income.

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Wealth And Retirement

Wealth and Retirement Income Strategies

Including Bank on Yourself, Annuities, 401(k)/IRA rollovers. Our team is committed to educating our clients about time-tested, proven strategies to build wealth, save for college, plan for retirement, and remove banks and finance companies from your life forever.

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College Planning

College Planning

We are your partner for college planning, financial aid and college funding. We can help your family pay for your children’s college without sacrificing your retirement dreams.  Check out our free workshops!

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Estate Planning

Estate Planning

Everyone has an estate plan, whether they create their own via attorney-directed wills and trusts, or whether they allow the state to enact a default plan on their behalf. The first mistake in estate planning is simply to not have a plan in place when you die. Learn the 7 most common estate planning mistakes that each year, result in a myriad of problems for the ones left behind.

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Business Owners & Entrepreneurs

Wealth and Retirement Income Strategies

We perform an in depth income and cash flow analysis, then we create your financial pyramid and your back up plan. We architect your entire financial life on a simple one-page plan that maps out the rest of your life and how you will achieve your long-term goals.

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Charitable Giving

Charitable Giving

We’ll show you how to benefit your heirs when you pass away, and your favorite charity, church, or other group of your choosing.

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