Business Protection

• Protect your business from the loss of a Key Person due to death, disability, critical, or chronic illness

• Every business owner will one day be out of business, one of five ways: death, disability, retirement, voluntary sale, or bankruptcy. What I do is help the owner make sure that no matter which way they exit the business that they get out with maximum profit. You should start your plan with a Buy/Sell Agreement

Tax Free Retirement

Roth IRA
Roth 401(k)
Life Insurance

Retirement Planning

Convert your IRA to a Roth IRA
Key Person Life Insurance

The loss of a key employee can be devastating. Productivity and profits can decline. Insurance on the life of a critical, key person can compensate a business for the financial losses it may suffer as a result of an employee's death.
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Have You Changed Jobs?

Getting a new job can be exciting but don't forget to take care of your retirement plan at your previous employer.
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Attention Business Owners

Do you need a larger income tax deduction? Then you need to see this:
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Do You Need a Tax Deduction?

"I am proud to be paying taxes in the United States. The only thing is – I could be just as proud for half the money." — Arthur Godfrey, entertainer

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Sometimes We Crash

You can do everything right, and still have a bad outcome. This is why we buy insurance.

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Double Your Retirement Income in Ten Years

The stock and bond markets are uncertain, and you know that you're going to need more income in the future. Fortunately, there's a solution to the uncertainty problem.
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Never Run Out of Money During Retirement

There's only one investment that provides an income that cannot be outlived.
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Brent D. Gardner, CLU, ChFC