by Daniel Soto | Sep 6, 2023 | Blog
Hey there, amazing parents! 👨👩👧👦 We all want the best for our kids, right? 🎓 But guess what? You can save for their college AND still enjoy those well-deserved vacations! 🌴☀️ How? Let me share a game-changing strategy with you! 🚀 🎯 Safe, Liquid, and Guaranteed...
by Daniel Soto | Jul 27, 2023 | Blog
If you’re nearing retirement or have already retired, it’s crucial to explore options that provide both preservation of capital and a reliable source of lifetime income. One potential strategy to achieve these goals is to roll over your Individual...
by Daniel Soto | Jul 17, 2023 | Blog
1.Who will buy your business 2. What are the tax implications? 3. Will you or your heirs receive fair value? 4. How much is your business worth today? If you do not have an exit strategy in place, when it comes to retirement time, you might find yourself in a bind. If...
by Daniel Soto | Jul 1, 2023 | Blog
📣 Attention Small Businesses! 📣 Are you aware of the powerful tool called Key Employee Life Insurance? If not, it’s time to learn about its benefits and why your business should consider utilizing it. In today’s competitive landscape, protecting your most...
by Daniel Soto | Jun 27, 2023 | Blog
Introduction: Retirement is a phase of life that many of us look forward to, filled with dreams of relaxation, travel, and spending quality time with loved ones. However, the thought of running out of money during retirement can be a cause for concern. In this...
by Daniel Soto | Jun 16, 2023 | Blog
Introduction As individuals approach retirement, the need for stable income streams becomes increasingly important. Annuities have emerged as a popular financial tool for those seeking to rollover their Individual Retirement Accounts (IRAs) and 401(k) plans, offering...
