Featured
-
Whole Life Insurance: The New Asset Class
In economic terms, an asset is any form in which wealth can be stored. Asset classes have three essential characteristics: They embody a future benefit that involves a capacity to contribute to and receive future net cash flows. They involve a resource controlled by a firm or an individual... Read More »
-
Economic Confidence: The Goal of Your Financial Plan
What most clients really want in simplest terms is economic confidence. They don’t want a tremendously complex plan that requires luck for it to work. Economic confidence can only be experienced if their plan is designed to work under almost any circumstance. The certainty would be derived by... Read More »
-
The Big Picture: Microeconomics v. Macroeconomics
Microeconomics is the study of economic parts that appear unrelated to the whole, or without consideration for the whole. In contrast, macroeconomics is the study of how every economic choice relates to and impacts your entire financial world. This view redirects one’s financial decisions... Read More »
-
The Wealth Swing Coach: Maximize Lasting Wealth with Certainty, Not Luck
My book, The Wealth Swing Coach, explains how you can achieve lasting economic confidence and financial peace of mind, regardless of market volatility. Why the title? Well, I was once watching Tiger Woods taking practice swings, while a gentleman carefully studied his swing. The commentator... Read More »
My Services
Life Insurance
With the best type of life insurance -- permanent insurance -- you can reduce your risk, decrease your taxes, optimize your cash flow, and much more.
Annuities
Annuities are financial contracts issued by insurance companies to provide either fixed or variable returns on a tax-deferred basis to investors.
Disability & Long-Term Care Insurance
Disability insurance provides income in the event of disability from sickness or injury. Long-term care insurance helps cover the costs of assisted living as we age.
Business & Estate Planning
Your business and estate will be much more secure and profitable when I help you design and implement programs that allow you to pass them on without being adversely impacted by taxes.
