WHAT'S IN IT FOR YOU ? Generally, after a single visit, we find ways to make or save our clients hundreds or thousands of dollars from just a single idea. This is accomplished through a FREE, NO-OBLIGATION, NO-PRESSURE-TO-DO-ANYTHING-APPOINTMENT, which includes a free gift. You have nothing to lose and a lot to gain. So give us a call and compare financial ideas. |
WELCOME TO COMPARE FINANCIAL IDEAS We are a financial services firm based in Chattanooga, TN with roots beginning in 1984. We work with individuals of all ages, self-employed individuals, and businesses with fewer than 51 employees. WHERE WE HELP
1. Medicare supplements 2. Part D prescription drug plans 3. Medicare advantage plans 4. Long-term care insurance and solutions 5. Stay-at-home care solutions 6. Retirement accumulation 7. Retirement income maximization 8. Tax reduction strategies 9. Debt reduction 10. Major medical and supplemental plans 11. Guaranteed paycheck or Disability insurance 12. Affordable life insurance 13. Group insurance 14. Dental insurance 15. Declined or expensively rated individuals 16. Qualified & non-qualified retirement programs 17. Wealth transfer maximization 18. Trusts without legal fees and more
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Unlike death and taxes, however, retirement can be something to look forward to — if you plan ahead.
Planning for the inevitable really isn’t as painful as you might think, and it doesn’t have to rely on “cookie cutter” wealth-building strategies. This is where I can help both individuals and businesses. |
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Unlike many advisors, I use a different approach to investing, one that lets you reach the same goals with less money out of your pocket — and without the risk of traditional retirement strategies. One of the things people often tell me after I share my ideas is, “Wow! This makes perfect sense. Why didn’t I hear about this before?”
If, on the other hand, you’re more comfortable with traditional methods of preparing for retirement, I can help with that too. It’s your choice. |
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Ready to have peace of mind about your retirement?Then maybe you’re ready for a free, no-obligation financial check-up. No pressure, no hype and no aggressive sales pitch. Just creative, personalized ideas to help you make the most of your retirement and current lifestyle. You can also check out the articles and videos on this website. Or you can save time and contact me. No matter your stage of life, I can help. Are you trying to save for your children’s college tuition? Do you worry you might not be setting aside enough money for your future? Are you a business owner? Are you retired or close to retirement? Are you tired of your account value going backwards? I offer creative solutions to improve your wealth in areas such as: Mortgages Health and life insurance Medicare supplements and Medicare Advantage plans Medicare prescription drug coverage Accidental and supplemental insurance College tuition funding Pensions and retirement plans Special insurance for business people Dental insurance Disability and long-term care insurance Have you ever calculated how much you need to save to reach your financial goals? I will do exactly that for you. For free! Talking to me costs you absolutely nothing. If you’re ready for a complete financial check-up —no strings attached — contact me at 423-227-5401. You have nothing to lose. The sooner you start, the less it will cost you each year to reach your goals. That’s because you’ll be tapping into the incredible power of what Albert Einstein called “the Eighth Wonder of the World”: compound interest. |
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