Tax Advantaged Accounts

The Legacy Builder Program

If you are reading this page you understand the challenges of making, keeping and growing your money. Each of these require strategic planning and access to the best financial tools available. We can provide both with our Legacy Builder Program.

 

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

The AFEPI Alliance

We strive to provide pre-retirees with greater growth potential and principal protection at a time when they need it the most. It is a primary goal to provide a guaranteed source of retirement income you can’t outlive.

The availability of numerous indexing and bucketing strategies for greater diversification and the increase of the lifetime withdrawal percentages are significant enhancements to an already successful slate of products, providing the potential for higher annual returns and more guaranteed income.

In an effort to offer our clients the best products available, AFEPI partners with some of the strongest, diversified, Fortune 100 insurance and financial services companies on the market. Our team also includes Annexus, the premier independent designer of fixed indexed annuities (FIAs), to provide a solid foundation of security and growth for our clients. You will discover, all annuities are not created equally.

We are proud to be part of the hand-picked network of elite financial professionals who provide exclusive access to Annexus solutions. If you want to take care of your retirement, this is the product that will put you in the driver’s seat.

Annexus is the leading independent product development provider of fixed indexed annuities, indexed universal life insurance and index-based wealth management solutions. Annexus partners with the industry thought leaders, leading insurance carriers and the world’s largest investment banks to drive product innovation.

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

The Legacy Builder Program

If you are reading this page you understand the challenges of making, keeping and growing your money. Each of these require strategic planning and access to the best financial tools available. We can provide both with our Legacy Builder Program.

Investment & Retirement Benefits

IRAs
401Ks
TSPs
CDs
Savings Accounts

Our Legacy Builder Goals:

Safety for your funds.
Our strategy is safe and guarantees you can’t lose when the market drops.

Access to your funds.
Access to your funds is just a phone call away.

Growth of your funds.
Increase your growth through various strategies.

Defer and/or reduce taxes.
Everyone is looking for legal ways to limit their tax liability. We help you defer and/or reduce income taxes, capital gains taxes and estate taxes.

Transfers into an AFEPI approved product are completed in a smooth, non-taxable event.

Contact our team to set up a consultation. We have professional “legacy builders” who will work hard to ensure your life savings are protected while earning as much as possible in a safe environment.

Yes! I want to talk to a Legacy Builder as soon as possible!

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!