Tax Free Income - Stress Free Income in Retirement Planning
Services
Protecting Futures
By using a team approach, we are able to provide a comprehensive review of your existing financial or insurance plan. Our specialists will then work with you to develop a customized strategy tailored to meet your specific goals. Whether you want to focus on one particular area or have an extensive review, We Will Be Glad to Help.
Ask us about:
- Health Insurance - Individual and Business Group Policies.
- Life Insurance - Individual and Business Owned Policies.
- Retirement Income Planning - Take the income worry out of your retirement.
- Generational Wealth Transfer - Efficiently leave assets to future generations or charities.
- Long Term Care Planning - Unplanned medical care costs can wipe out your retirement savings.
- Home, Auto, Fire, Flood - Individual and Business coverage.
Our Team of Experts have been helping clients reach their goals since 1997
Assessing Need
Unforeseen events and a lack of the right kind of insurance can quickly spell financial ruin for you or your loved ones. Call us today, and we'll analyze your insurance needs and get you covered.
Peace of Mind for you and your family.
Building Relationships
Everyone has unique financial goals. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-earned assets from today's market uncertainty. In person or online appointments available.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company 1690455-0621
** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.
Copyright © 2023 Lauffer & Associates, LLC - All Rights Reserved.
These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.