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Case Study
Using an Indexed Universal Life (IUL) strategy
to put "guardrails" on the growth of your savings
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How We Bring You Value
Consulting
COLLEGE FOR THE KIDS
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Listen as Brian explains college funding strategies that can compliment or replace 529 plans.
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Consulting
MORTGAGE SOLUTIONS
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When financing a home purchase, is it best to make the largest possible down-payment?
Not necessarily.
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Consulting
LONG-TERM CARE PLAN
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The costs to care for chronic illness or disability can undermine your retirement. Brian can help you make sure you are financially prepared for it.
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Consulting
RETIREMENT CALCULATOR
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So...just how much money do you actually need to save each month so you can be ready for retirement?
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FREE Tools
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