Are Annuities Bad for Retirement?

Are Annuities Bad for Retirement? There is a common objection about Annuities; I would like to clear up. It goes like this: “Annuities are terrible because when you die, the insurance company will stop the payments and they will keep the rest of your money.” Is this true or false? Many securities people do not... Continue Reading →

What is the Difference Between a Financial Professional and a Financial Advisor?

In my career, I have been licensed and employed at both, and there are many similarities. Such as helping people with their retirement, investing, financial planning, money management and so forth. However, there is a key difference in what is called “captivity,” as well as how we engage a client and how we make our... Continue Reading →

Who Are We? What We Do?

We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need.

We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business...

Why Should you have a Financial Plan?

“Without counsel plans fail, but with many advisers they succeed.” Proverbs 15:22 I am a Financial Planner, so yes, I will persuade you why you should have a strategy to handle your finances and prepare for retirement. I will also tell you why it is essential to have a good insurance policy for your family... Continue Reading →

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