As a pastor for 9 years and then a hospice chaplain for 18 years, Alan has always been passionate about helping people and especially with end of life care. Alan became part of the patient’s family during the most difficult moments of their life journeys. More times than not, the family would express anxiety and fear about their financial situation when their loved one was put on hospice. They were facing complete financial devastation and even the loss of their home when their loved one died. Over and over again, he saw family after family who had not planned properly.
Stephen Covey said, “Begin with the end in mind.” Alan decided he wanted to work with people in a way that would change their life trajectory so that they could build the future they always wanted and deserved. He wanted to serve them BEFORE it was too late by helping them come up with a strategy that would not cause this stress and devastation in the end.
Alan helps each client form a custom and holistic plan to address every area of their finances. In so doing, each client has a relationship of trust with a fiduciary broker-agent working to:
· Get life-time income guarantees
· Reduce retirement tax burdens
· Create a lifestyle of freedom
· Leave a multi-generational wealth legacy
· Guarantee ZERO loss and market downturns
· Capture 100% of market gains
· Eliminate stress and experience peace for their entire life
· Have the retirement they have always dreamed of having
Juan in Arizona had $400,000 sitting in an old 401k. He was consistently losing 20% and now he no longer has to worry if he will be losing money for the rest of the year.
Jerry in Oklahoma had saved $2.1 million for retirement. Now he doesn't have to worry about market downturns or whether his wife will be financially secure when he passes away. They have guaranteed lifetime income AND long-term care doubling bonuses should they need long-term care.
Sherry, a nurse in South Carolina now, not only has a plan to protect her young family and grow her retirement savings tax-free and guaranteed safe from market losses, but she also has her old Thrift Savings Plan from the VA secured to grown with zero-loss and at full market gains (the most recent 10 year average of over 14%/yr net earnings for her plan?)
An Oklahoma business owner is happy we helped him with a strategy that will save him over $13 million from the sale of his oil industry business, that would have otherwise gone to taxes!
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