Insurance is a financial tool & asset when used strategically!
Retire Confidently. Live Freely. Pay Less in Taxes.
You’ve worked hard and saved for retirement—but will taxes eat into your future income? Many retirees are surprised to find that a significant portion of their 401(k) or pension is lost to taxes.
We specialize in tax-free retirement strategies that ensure more of your money stays where it belongs—with you.
These solutions don’t just prepare you for retirement—they protect it from future tax hikes and financial surprises.
Private Pension Plans
Create guaranteed income stream that’s tax-free.
Infinite banking solutions
Access funds tax-free, whenever you need them
10X Your 401k Strategies
Maximize retirement growth and minimize tax exposure
Flexible Wealth Strategies
Build wealth & dual (triple, quadruple…) purpose money while keeping money accessible
Retire Knowing You Won't Outlive Your Money
Opt For Peace Of Mind
Most people save for retirement with a random “magic number” in mind of what will be “enough.” Unfortunately, more often than not, that “number” is off…waaaaaaay off. They do the math and realize that they will run out of money before they pass and that, if they don’t do something immediately, they will be financially strapped in retirement. NOBODY dreams of that. We’ll help you make adjustments and fill the “gaps” that exist between what your reality will likely be if you do nothing and the retirement you’re dreaming of.
Retire Without Sharing All Your Savings With Uncle Sam
It's Your Money. You Should Keep It.
In your working years, there a lots of opportunities to get tax breaks which allow you to keep more of your income. Your mortgage, the kids, childcare / dependent care, student loan interest deductions…the list goes on. But, once you hit retirement age, most of those will be gone. The strategic solutions we provide can help you legally shield more of your retirement income from Uncle Sam so you can keep more in your pocket and feel more secure in retirement.
Retire Knowing That Major Health Challenges Won’t Bankrupt You
Age Fearlessly & Confidently
As you age, there’s a greater possibility of developing health issues, including major, debilitating illnesses. While health insurance or Medicare will cover initial costs, neither will cover everything on its own. With medical costs and bills are the #1 drain of money at any point in life but especially when you’re living on a fixed income in retirement, strategically planning your health care is an integral part of your wholistic retirement planning. We offer several solutions to insure health issues in retirement won’t snowball into financial issues too.
Our process is simple but powerful
How we work to achieve your goals
Imagine Having Retirement Solutions That Offer…
…And How Much More Financially Free You’ll Be!
real world use cases
Passionate. Dedicated. Professional.
what people are saying
We care about our clients…and it shows!
Tanisha Coffey is the best! She is super patient and answered all of my questions. I HIGHLY recommend her for your insurance needs.
C. Scott
…Tanisha took the time to thoroughly explain each plan option, ensuring I had a clear understanding of the details and benefits. She was not only well-prepared to answer every question I had but also went above and beyond to clarify complex information in a way that was easy to grasp…
C. Ahuchaogu