Everyone's life journey is unique. Discover what you may need or already have in place to achieve your goals. Whether it's planning for a college education, ensuring survivorship security, or strategizing for estate management, we're here to guide you.
Starting your financial journey can be filled with questions. Should you contribute more to your 401(k) or open an IRA? Planning to buy a house and wondering the best way to save or invest for it? Struggling with student debt and unsure about investment options? We're here to help you navigate these early, crucial decisions.
You're contributing to your company's 401(k) and have life insurance, but what else might you need? Understanding your contributions, assessing your retirement needs, and ensuring your family's future security are vital. Questions about cash value insurance, caring for both parents and children, or funding education for your descendants? Discover how our 'Care for Life' approach can help.
Retirement brings its own set of queries. What are RMDs (Required Minimum Distributions)? What is the best way to ensure tax efficiency? When is the optimal time to start Social Security benefits? Questions about Medicare or long-term care plans? Unsure about estate planning for legacy or charity contributions? Let's work together to demystify these topics.
To our valued military members, thank you for your service! Whether you're active duty, contemplating separation, or nearing retirement, key financial questions arise. Do you have adequate plans for those you might leave behind? Are you prepared for the transition, with an understanding of the benefits you'll retain? As you approach retirement, consider options like VGLI, life insurance needs, and managing your TSP. We're here to assist in making these crucial decisions with respect and expertise.
DISCLOSURES
Jeffrey Endecott, Paul Mattke, and Sean Quigley offers products and services using the following business names: Freedom Financial Wealth Building Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Freedom Financial Wealth Building Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
