We specialize in wealth preservation, retirement planning, annuities, life insurance, planning and exit strategies. All designed to increase your income, protect your retirement plans from excessive taxation and exit strategies.
What we do...
Implement plans that will preserve your lifestyle
Make sure you have access to cash when you need it
Set you up with a guaranteed income for the rest of your life
Grow your estate in the absence of risk and income taxes
Reduce the risk in your portfolio to the fullest extent the industry will allow
How we do it...
Treat you like family
Use every means possible to legally reduce the tax you are paying now as well as the tax your heirs will pay
Use the safest and most tax friendly investment vehicles to generate the required income for your lifetime and for the lifetime of you spouse if appropriate
Use only top rated insurance companies to keep your money safe
Relationships Matter, Results Count
Call us and experience the PFI difference!