Our Tax-Advantaged Accounts
Services and Setup
Take control of your financial future with expert guidance in setting up and managing tax-advantaged accounts. From IRAs and 401(k)s to HSAs and more, we help you minimize tax liabilities while maximizing growth potential. Our tailored strategies ensure your investments are aligned with your long-term goals, providing peace of mind and financial security for you and your family. With a focus on personalized solutions and professional support, our team is here to help you navigate the complexities of tax-advantaged accounts and unlock the full potential of your savings.
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.
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 equal.
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.
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:
1 . Safety for your funds - Our strategy is safe and guarantees you can’t lose when the market drops.
2. Access to your funds - Access to your funds is just a phone call away.
3. Growth of your funds - Increase your growth through various strategies.
4. 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.
Take the First Step Today!
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
Here’s what you can expect from your complimentary consultation:
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Why Wait? Your Future
Deserves Attention Now.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
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Our Partners
Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, We're here to help you navigate the complexities of estate planning and asset protection with care and expertise.