WE ARE DREAMERS JUST LIKE YOU
We all have dreams. Each of us wants to reach our goals, appreciate all of life’s gifts and enjoy the journey along the way.
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Welcome
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retirement of your dreams.
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EDUCATION FOR PARENTS TO TEACH GREAT MONEY HABITS TO THEIR KIDS FROM PRESCHOOL THROUGH COLLEGE
LEARN THE BASIC PRINCIPLES OF MONEY AND MAKE IT START WORKING FOR YOU!
Innovative Products for Savvy Clients!
Living Benefits
401(k)/IRA Rollover Indexed Account
Tax Free Indexed Account
Why pay for life insurance that only pays if you die? With Living Benefits you can access your life insurance death benefit in the event of a Negative Life Event like heart attack, stroke or cancer. Why sell "death only" life insurance when you can offer so much more to your clients?
Tax Free Indexed Account
401(k)/IRA Rollover Indexed Account
Tax Free Indexed Account
Utilize a little know IRS tax code benefit to give your clients access to Tax-Free Retirement and Tax-Free tax free retirement College Savings account. Why pay taxes when you can have a Roth IRA on Steroids!
Do you have an old 401k? Ask me about Rollover to a no risk, no fee Index Account.
401(k)/IRA Rollover Indexed Account
401(k)/IRA Rollover Indexed Account
401(k)/IRA Rollover Indexed Account
Today clients are looking for a simple and safe option for 401(k) and IRA rollovers. We offer a guaranteed income option for clients where they can set it and forgetting, with the security of knowing their retirement savings will be there when they're ready.
Our Team
Nicole J Aspenson
Nicole loves helping her clients create their own S.W.A.N plan to Sleep Well At Night… knowing their retirement funds and families are guaranteed to be protected and safe.
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, Nicole can help you create and enjoy the retirement of your dreams.
John Alford
John helps middle Americans protect their finances by "disarming financial risk." This is currently a part-time effort following his passion to educate and empower all Americans to make sound, safe financial decisions to benefit themselves, their families and their charities while avoiding unnecessary risk, taxes and fees.