One of the best things about working for WealthMark Financial Strategies is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At WealthMark Financial Strategies, we take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.
Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.
Step 3: Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all our efforts are coordinated.
Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease*. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans*.
Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.
Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.
Investments#: We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.
Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products. If we don't offer it, chances are we can assist you.
To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.
Neither WealthMark Financial Strategies, LLC, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.
^Guarantees are backed by the claims-paying ability of the issuer.
#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
1Early withdrawals may incur charges. In addition to paying income taxes that maybe due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.