About Us
My goal is to help others achieve their dreams by teaching them to control their finances. My agency specializes in teaching people how money works. We provide products to enhance their financial wealth and provide protection for their personal and company assets. I represent a large number of companies that allows me to provide products to meet the clients needs and provide them excellent wealth building tools.
How We Got Started
I wanted to start a business that would allow me to teach others how to run and manage their own business. So now each team member is taught how to build and grow their own futures, to achieve their own dreams not those of somebody else.
The products and services we offer
Products & Services
I help people protect their assets and show them how to create wealth accumulation
Recommendations Given (11)
"They are very knowledgeable in helping businesses save money on their taxes"
"Lee has a great knowledge of products to help with retirement planning."
Recent Activity
They should have workers compensation, general liability at a minimum you can ask for a certificate of insurance, also having a performance bond will protect you from the contractor walking off and not completing the job
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They should have workers compensation, general liability at a minimum you can ask for a certificate of insurance, also having a performance bond will protect you from the contractor walking off and not completing the job
Your question is a good one. Most qualified retirement plans allows for postponing the taxes until retirement time and then taxing th income and growth at that time. The tax rate most likely from looking at history will be higher. Roth IRAs and Indexed Universial life program allow for tax free...
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Your question is a good one. Most qualified retirement plans allows for postponing the taxes until retirement time and then taxing th income and growth at that time. The tax rate most likely from looking at history will be higher. Roth IRAs and Indexed Universial life program allow for tax free retirements. Now if an employer is doing a matching and products have an index to save employees from market drops you can use a combination to give the employees the best program.
Hosting your site can be an easy process if you use a reliable source, or you can host yourself which I wouldn't recommend unless you are very computer literate. Rates for hosting also vary by vendor remember you usually get what you pay for. If you want more information please reach out and we...
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Hosting your site can be an easy process if you use a reliable source, or you can host yourself which I wouldn't recommend unless you are very computer literate. Rates for hosting also vary by vendor remember you usually get what you pay for. If you want more information please reach out and we can discuss your issues.
definitely word press it allows for simple programming with more functionality and it is a base product that you can plug other applications easily into it to allow for money transactions as well as being responsive to social media.
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definitely word press it allows for simple programming with more functionality and it is a base product that you can plug other applications easily into it to allow for money transactions as well as being responsive to social media.
If they are beyond the incontestability period it should not matter. The rates are set based on age and gender characteristics changing one's gender is superficial and should not change the mortality for the individual. If they started out as male going to female should not give them a lower...
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If they are beyond the incontestability period it should not matter. The rates are set based on age and gender characteristics changing one's gender is superficial and should not change the mortality for the individual. If they started out as male going to female should not give them a lower rating and vice versa a female going to male should not get a higher rating. Each company out there may approach the issue differently so you need to check with each carrier. But disclosure is always paramount there is no reason to give them an excuse to try and negate a policy.
The preferred vendor program is where vendors such as those used for water damage cleanup and smoke or fire damage restorations. these vendors negotiate with the carriers to be on a special list the company uses to help out insureds with damage. they normally agree to work for a specified...
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The preferred vendor program is where vendors such as those used for water damage cleanup and smoke or fire damage restorations. these vendors negotiate with the carriers to be on a special list the company uses to help out insureds with damage. they normally agree to work for a specified amount which maybe lower than if you used a non preferred vendor. Many times the carrier will give you a lifetime warranty for their work. This program allows a vendor to get first pick on those homeowners who need services. these programs can be local or state wide depending on the amount of business a carrier can generate for the vendors.
Most clients will use their smart phones and computers to find a business, it will give them the hours, phone number and mapping information for directions. I can't remember the last time I used the yellow pages and when I did anything smaller than a quarter page size was ignored. Since yellow...
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Most clients will use their smart phones and computers to find a business, it will give them the hours, phone number and mapping information for directions. I can't remember the last time I used the yellow pages and when I did anything smaller than a quarter page size was ignored. Since yellow page adds are so expensive you would imagine that only a successful business could afford to be seen. Analytics have shown that a large add space at the beginning of the section always gets more calls. I think it is the process of learning how your clients want to access your business. Very few homes have land lines so they don't use phone books.
