340 Market St. Kingston, PA 18704
570-763-5876

Fire

FIRE style

the FIRE style

“Financially Independent Retire Early” – Early Success or Family Fortune?

 

features / benefits:

  • 1. Health/ Disability & Life insurance
    • • Helps provide Risk Mgmt. & Protection.
    • • Purchased Individually or thru Business venture(s)
  • 2. Extended Care Strategies
    • • Helps provide Risk & Portfolio protection
    • • Self fund, purchase individually, or thru business
  • 3. Asset Accumulation
    • • Helps provide Savings & Accumulation
    • • Tax qualified plans (401k, IRAs, etc.)
    • • Helps provide tax deferral thru any business venture(s)
    • • Cash Value Life Insurance
    • • Helps provide protection, tax diversification and supplemental future income.
    •  
  • 4. Social Security
    • • Helps provide fixed income
  • 5. Legacy Planning Strategies
    • • Helps provide tax-efficient inheritance and business continuity solutions