Services
What I do
Kids’ college saving
Are your children going to college? Planning is very together and putting a strategy in place to help you save for your kids’ college education. Helping your child avoid student loan debt is a great gift as this will set them up for success and make their wealth-building easy in the future.
Life Insurance
Life Insurance helps protect your family in case of tragedy. Help you build wealth, and protect you and your finances in so many ways while you are alive.
Mortgage Protection
Residents Guaranteed Affordable Coverage that provides financial security for your home and family should tragedy strike.
Final Expense
Final Expense insurance covers the funeral cost.
Private Pension Retirement Plan / Retirement Protection Plan
With everything going on, and the way the economy is right now, people are losing a lot of money in traditional retirement accounts. Most people can not retire this year because of what is going on in the stock market. Happy to help you protect your retirement. Our products can give you lifetime guaranteed income.
Retirement Planning with Life Insurance
Diversification is important for reaching your retirement goals.
The future of Social Security is uncertain. Interest rates remain low, and many employers are cutting back on qualified plan funding. With these headwinds, will you have the resources for a comfortable retirement? In retirement, it’s anticipated you’ll need 75% of your pre-retirement income to maintain your current lifestyle. What happens if you lost half of your retirement to a market crash like 2008? I encourage my clients to diversify their investments and not put all of their eggs in one basket. Life Insurance retirement plan:
- Protect and Grow your money with safety
- Tax-free income in retirement
- Protection for your family in case you die too soon
Build your own family bank / Become Your Own Bank
Life insurance can be used to build wealth and create tax-free income. You can leverage this account to buy income-producing assets, such as real estate, or invest in companies or businesses, while your money continues to build compounding interest. Learn more here
Debt Elimination
When you are debt-free, wealth accumulation becomes easy. If you are in debt and ready to be debt free, I am happy to work with you to help you eliminate your debt.
Disability/Long-Term Care
Health is wealth, it’s important that you protect your health, and that starts with having good health insurance. I am happy to help you find the best coverage.
Medicare Resources and Answer to medicare questions
People often find Medicare confusing. Get your question answered so you can make the right choice.
Estate Planning
Protect your loved ones from going through the stress of probate court by putting a guild in place to protect your assets.
Financial Education, Financial and investment Coaching
Financial freedom starts with financial education. Lack of financial knowledge is the number one reason why people get into debt and can not achieve their financial independence goal. Financial education is not thought in schools. Being in the financial industry and meeting people daily, I understand how important financial education is and I’m committed to helping you achieve your financial wellness. Resources to help you in your financial journey include courses, blog articles, ebooks, etc. get access to everything you need to expand your financial knowledge and finances. Learn the fundamentals of wealth building. Understand how money works and strategies to prosper.
Business Opportunity
Are You Looking to own a business in a Financial Industry and Become Your Own Boss? I am Happy To Help You. Let’s work together.
NEED ANY OF THE SERVICES LISTED ABOVE?
Connect With Me
Text +16124733853
Email: racheal@legacyandmed.com
