Women

Financial Power

Welcome to Women Financial Power
  1. Retirement Planning
    Non-Qualified Plans: IRS Section 409A allows one to contribute an unlimited amount of money and pre-tax basis and save more taxes than with a 401K plan. Non-Qualified Deferred Compensation, NQDC: operates like a 401k, requires strict compliance with enrollment. Supplement Executive Retirement Plans, SERP Executive Bonus Plans-Section 162 Qualified Plans (401k & Defined Benefit plans)
  2. College Funding
    College cost are on the rise. According to the College Board, earing a college degree can now cost from $52,000 to $130,000- and the cost is rising faster than the rate of inflation. There are many ways of funding a college education. But even when grants, scholarships and other funding options are available, many people still find a gap between the available funds and the cost of college. It’s never to early to plan for your child or grandchild’s college. Call today for optional strategies.
  3. 401 (k) Rollovers
    Avoid the 10% tax penalty on early withdrawals. Take advantage of in-service distributions. Diversify your portfolio. Do you have an old 401k from a prior job? • Long Term Care Insurance • Charitable Giving Strategies • College Funding • Health • Dental • Vision • Life • Aflac• Disability Insurance • Critical Illness • Legal Shield: Small Business & Commercial Derivers Legal Plans • Ask about CARE OPTIONS: Free to!!!!!!!!
  4. Life Insurance Policy Reviews
    As an independent agent, we partner with highly rated companies that will fit your personal needs. Offering Term & Permanent Insurance: (Whole Life, Universal Life, Indexed Universal Life, Final Expense, Mortgage Protections) • Annuities Deferred and Immediate Annuities: Fixed and Indexed,. Never run out of income even if your money runs out. Did you know your social security & pension is an annuity.
  5. Seminars & Workshops
    We are available to deliver timely financial information that will motivate and inspire. We offer live monthly webinars. We are very passionate about empowerment. Educational seminars are held on a regular basis. If you are interested in inviting us to your church, your business, employer group, school, women’s group, etc., please contact us with your information.
  6. Business Planning
    *Business Succession Plan * Key Man Insurance * Executive Bonus Plans * Buy-Sale agreements Legacy Planning: With an emphasis on estate strategies to minimize federal estate taxes & maximize the legacy left to one's family. Non-Profit Entities Personal Retirement plans: Assist in developing financial strategies to generate revenue, protect one's wealth and secure one's future. Be your own banker!