Peace of Mind Planning Services

06/14/2024

June is annuity awareness month (among other wonderful celebrations!)
Did you know that there are annuities that provide growth with ZERO risk of loss? No fees eating into your returns?
Did you know you can use an annuity to protect any IRA, 401k, Roth IRA or retirement account from market loss until you’re ready to use the funds in retirement?
Contact me now for a free consultation!

04/26/2023

Let's build a future you can believe in.

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Disclosures:

Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products.

The use of cash value life insurance to provide a resource for accumulation goals assumes that there is first a need for the death benefit protection. The ability of a life insurance contract to accumulate sufficient cash value to help meet accumulation goals will be dependent upon the amount of extra premium paid into the policy, and the performance of the policy, and is not guaranteed.

Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Surrender charges may reduce the policy's cash value in early years.

04/07/2023

I’m SO grateful for the peace of mind I have because of the 2 life insurance policie I own! My 30 year term policy has a high death benefit as well as living benefits in case I experience a severe illness, injury, chronic disease, accident, etc. While my permanent life insurance policy provides a lower death benefit and living benefits, but has a cash value account that I can draw from at anytime TAX FREE, and has never lost a single penny in the last 8 years of market fluctuations!

If you aren’t TOTALLY SURE that you and your loved ones would be protected if you experience an unexpected illness/injury or death, then PLEASE contact me and allow me to provide you a quote! It’s likely much more affordable than you think, and the peace of mind is priceless!

Don’t let GoFundMe be your plan! It is NOT certain! I’ve helped hundreds of people over the last 8 years as a financial coach and retirement specialist, and I’m here to help you, too! 💖

01/01/2023

Would you like to save and invest without ever losing a single penny?! Contact me to learn how!

Wall Street capped a quiet day of trading with more losses Friday, as it closed the book on the worst year for the Standard & Poor’s 500 since 2008.

Stocks fell on Wall Street as major indexes close out a dismal year with lingering concerns about stubbornly hot inflation and a potential recession.

01/01/2023

You won't build your business alone.

That’s because Appreciation Financial has your back. We've built a robust array of services you can offer clients.

That means you'll spend less time scrambling to keep order and more time helping clients create a fully funded financial future.

Ready for success? Let's see what that could look like together.

12/14/2022

Are you addressing your income gap in preparation for retirement? I am happy to help! I offer no-cost consultations and fee-free solutions! We have accounts that are guaranteed to NOT lose a single penny!! Contact me to schedule a time to talk!

11/04/2022

What's the difference between your desired retirement income and the income your current retirement savings will provide?

If you're like many people, there's a BIG difference!

This is what we call the Income Gap, and it can have serious implications for your retirement.

Why? Because having a gap means you won't have the savings to sustain the lifestyle you want in retirement.

That means you might have to downgrade your retirement dreams... or face a retirement of financial struggle.

But there's good news—you can close the Income Gap!

That's what we do here at Appreciation Financial. We help you identify your Income Gap, and then we work with you to help close it.

01/12/2022

Business owners with W2 employees, please allow me to help you receive funds from the Employee Retention Credit program!

ERC Specialists is a specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for small businesses affected negatively by COVID 19.

12/21/2021

Turn Debt to Wealth
If more than 20% of your income goes to servicing debt, you’re drastically reducing your ability to turn debt to prosperity. Make the decision to change direction.

Discover MPowering America and live without debt.

12/01/2021

Do you have a solid plan for your financial future? For retirement? What would happen to your loved ones if you passed unexpectedly? I can help you create peace of mind in your financial life. Contact me for a complimentary meeting!

11/24/2021

The buzz around inflation is no secret, but what does that mean for your retirement savings plan?

Receive a free financial review and find out!

Comment or DM "RETIREMENT LIFE" to schedule a time to meet with our team and see how your savings plan and/or pension is doing in conjunction with your lifestyle and retirement goals.

Don't have a clue about how to save for retirement? We're eager to teach you!😌💸

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