4LIFE SMT Financial Marketplace - A Five Rings Financial Agency

10/10/2022

04/20/2019

People often wonder what savings and retirement options are available outside of their 401k, IRA or 403b plans. They are especially interested in plans that are not under IRS control, plans that take advantage of tax laws and plans that can often be done with NO more money out of pocket. Indexed Cash Flow Plans are such a strategy. They can be done on their own OR as part of a diversified financial portfolio.

04/19/2019

Question....Who is the most important recipient of your money, you or Uncle Sam?
If you said yourself, then why are you willing to give your LEAST FAVORITE Uncle 25% - 40% of your money when you retire?
Contact me to learn about a plan that leaves your Uncle out of the picture, a Tax Free Retirement. Set it up now and never pay Uncle Sam later in life.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/19/2019

Do you know there are choices for funding your retirement? Unfortunately, most people rely solely on their 401k or similar stock-based plans which Gain, Lose or Break Even.
There were MILLIONS of people in 2003 and 2008 who wished they knew about the BETTER choice, an Indexed Accumulation Retirement/Savings Plan! It can ONLY Gain or Break Even (it CANNOT lose) because it is NOT directly in the stock market. Learn more about these before the stock market tanks again!
If set up correctly, many of these plans are TAX FREE when you take the money out as opposed to typical 401k plans which are taxable later in life when you need the money most. So, in a 401k, you not only risk losses but you will probably pay higher taxes too!
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/18/2019

Retirement Protection Plan, do you have one? Imagine this, you are successful in life, building up your 401k, IRA, SEP, etc... for a comfortable retirement. Unfortunately, you are the 1 in 3 people who have a heart attack, stroke or cancer diagnosis. Your health insurance only covers so much and you pick up the rest.
You are out of work for 3 months and have to reach into your 401k/IRA, etc.... to pay your home mortgage, car payments, utilities, deductibles, etc... There go your retirement dreams.
There IS an option! I can help you get started today to "insure" your retirement nextegg so it is not at risk should you become ill or injured and cannot work.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/17/2019

Even kids know a good money decision when they see it.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/17/2019

With taxes fresh in your mind, would you like to find a way to SAVE on taxes for next year? With an Indexed Traditional IRA Account, a couple can exclude from $12,000 to $14,000 a year from their taxable income. Get in touch with me now so you can put away the maximum amount for 2019.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/17/2019

SO many people have what I call "Death Insurance" (someone else benefits when they pass). Unfortunately, they have never been told about LIVING BENEFITS which is life insurance you get to use while living.

We are FAR more likely to have a Terminal, Critical or Chronic illness diagnosis before we pass. Given this, doesn't it seem smart to have a pile of money to access while still alive? If used for treatment, it could even KEEP you alive! Please, before you need it and cannot qualify for it, ask me about Living Benefit. You will be AMAZED at how inexpensive it is.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/16/2019

I bet EVERYONE, young and old can relate to this list of retirement worries. Either you are witnessing someone else facing many of these challenges and worried about it happening to you or you are faced with the issues yourself.
The financial strategies I help people implement can take care of ALL but the next to last one. Don't you think it is time to get in touch with me to discuss a plan for yourself? Seven out of ten people set up plans with NO MORE money out of pocket! Now, THAT is good financial planning!
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/16/2019

What are Living Benefits?
Our lives are constantly changing for the better through technology and innovation. As things improve, those that take advantage, improve their lives and the lives of their loved ones.
- Which of these do you NOT have?
- Which of these is MOST important for your family?

If you do not have Living Benefits, your family's financial future could be at stake in case of a Terminal, Critical or Chronic health diagnosis. Let me share Living Benefits information with you so you can make the right decision for those you love and care about.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!

04/15/2019

Do you have a plan for when this happens? Are you afraid to even think about it; therefore, causing you to not even prepare? We can help ease the process and remove the fear.
Give us a call @ (405)427-CASH(2274) or come by and see us @ 2501 NE 23rd ST, STE. A, OKC. OK 73111. You can also email us for information @ [email protected]. Find out how we can help you protect your money Today!