Securing Your Health & Wealth
We want to be known by the problems we solve, not by the products we sell.
I was visiting Aunt Willie, an elderly relative who lived in a small town... We were sitting at her kitchen table; it was early in the morning and our conversation was slightly above a whisper.
The kitchen had an outside door. Without warning the door whooshed open and a woman bolted in. She froze and exclaimed, “Oh Aunt Willie, I didn’t know you had company. I’m leaving for the day and I just wanted to check on you before going.” It was Aunt Willie’s long-time next door neighbor and friend.
Having stated the reason for her surprise entrance… she left almost as fast as she entered... and on the way out she yelled, “AUNT WILLIE, YOU TAKE CARE OF YOURSELF!!!”. Then the door slammed shut.
Sitting in stunned silence... our gazes toward the door… Aunt Willie spoke… “Take care of myself ???”
"That’s all I do.”
K.W. Goff CLTC 417-300-5600
I want to help you "take care of yourself" and your loved ones. The Your Family Bank program, which I represent, is one of my favorite strategies. This program, with its 10 Principles of financial management, has already helped many people become debt free in under 10 years. For the person that has no debt this program can still accelerate tax advantaged wealth accumulation. One of the 10 Principles involves the "Infinite Banking" concept also sometimes called the "Private Reserve Strategy".
Call me and let's see if the Your Family Bank program makes sense for you. K.W. Goff 417-300-5600
Additionally, we think financial decisions cannot ignore tax implications. Looking forward, do you think taxes will be higher or lower? We think higher. Therefore, the utilization of "tax me never again" insurance products, for securing health and wealth, are now at the forefront of our conversation.
While I'm not licensed to give specific tax advice, I am licensed to explain all aspects of the insurance products I represent. The type of advice you get from any professional is driven and constrained by the licenses they hold. I am happy to work in concert with your current tax and legal professionals.