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Jeff Aafedt Your Life Insurance and Financial Services Professional. Wealth Preservation/Estate Planning Transferring wealth to the next generation Minimizing Income and Estate Taxes Protecting your retirement from the market Protecting your retirement from your health
Business Succession Strategies Growing your business Protecting your assets Holding onto any "Blue Sky" Minimizing Taxes Promoting, recruiting, retaining and rewarding your key employees Maximizing your compensation benefits Life Insurance
Retirement Planning The amount you will need in retirement depends on the age you plan to retire, your desired retirement lifestyle, how long you expect to live and the rate of return that you expect to earn on your investments. Social Security and employer sponsored pension plans will probably provide less of what you will need than they did for your parents. Taxes, guaranteed income and Long-Term Care can be potentially misjudged. Our focus is to build a tax efficient personal pension with protection from extended health care needs. Education Funding Education planning for your children can be a major financial consideration. Planning early allows you to take advantage of the time value of money and help minimize the savings requirement. Long Term Care Many people do not understand what Long Term Care Insurance policies cover, how and when the benefits begin and who should obtain coverage. I will gladly explain all the details to you. Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. |
