#wholelife
I beg of you. Don't reach for the carrot (shiny toy). Anything pitched to you that involved a significant portion of your income should be thoroughly understood. I require a minimum understanding in order to move forward. If you don't know the exact cost of insurance, the exact minimums, the worst case scenario, the fixed scenario, and the non guaranteed scenarios fully. DONT DO IT. If you don't like me, go to @caseythedollar @grow.with.corey @taxfreemike and get it done. I can not take another year of reviewing trash policies. Letting the clients know they lost all of their money and we have to start over. It's like putting a bandaid on an amputation. #planning #roth #money #wholelife #infinitebanking #pets #stocks #crypto #retirement #iul #401k #75hard #tax
vikingfinancialgroup
#duet with @Island Exclusives LLC If you are worried about your financial plan or want to learn more about risk-free accounts, book an appointment in my bio. #greenscreen #billionaires not to fear monger but if these 2 fat cats are putting up big $ against the stock market, there has to be some merit. You can protect your money by moving investments to cash, rolling to fixed indexed annuities or even moving to some bonds. #planning #roth #money #wholelife #infinitebanking #pets #stocks #crypto #retirement #iul #401k #75hard
vikingfinancialgroup
Did you know most financial advisors specialize in one tactic or set of accounts. We are one of 1% of firms that are a full planning firm. Meaning we do tax, tax strategies, financial advising, legacy planning, business planning, etc etc.. So with our high net worth clients we ALWAYS try to fund their legacy planning or insurance with tax savings, thus making it a zero net cost. Alot of high net worth clients want to infinite bank or have cash value but don't want to be out of pocket. Thats where we come in. *** we also specialze in risk mitigation with current or old 401ks, brokerage accounts etc. Shameless plug. Make an appointment with us!! #planning #roth #money #wholelife #infinitebanking #pets #stocks #crypto #retirement #iul #401k #75hard
vikingfinancialgroup
The thing is that a ton of baby boomers were looking to retire around this time. Many people I knew went back to work for another decade just to be able to afford their lifestyle. There is offensive and defensive planning. I lean to the defensive side. #planning #roth #money #wholelife #infinitebanking #pets #stocks #crypto #retirement #iul #401k #75hard #tax
vikingfinancialgroup
