Our company had 8000 new associates join us so far this month nationwide. I have seen many individuals and families helped since I have been a part of this company. Our office here in Merrillville only has around 25 associates, but we are growing fast and need more people looking for extra part time or full time income. We just opened an office in Merrillville that is supporting people from here to South Bend, Fort Wayne, Indianapolis and also Illinois. As well as, some of our local associates are even helping people as far as California, Florida, New York, and other states. It is great to be able to help people, no matter where they are in the US, and make a living doing it. Recent example, there was a 35 year old single mom with an 8 year old daughter that wanted to start saving money for college. She was looking at putting money into a 529 plan. Although a 529 plan has its benefits, we were able to show her how she could put that money in a plan that, when her daughter went to college, she could take $20,000 per year tax free for 4 years and also have a tax free supplemental retirement income starting at the age of 65 for the rest of her life. It also gave her peace of mind that from day one, if anything happened to her that her daughter would be the beneficiary of $500,000 tax free. Also, if later in life she needed Long Term Care, she would have access to that $500,000. In the end, it showed that if she lived to the age of 75 that she would have used over $800,000 and still had $300,000 left for her daughter. She basically was able to save $200,000 of her own money to trade for 1.1 million. And did I mention all of this is tax free!! Now, each case is different based on age, health, and available budget. The above is just one example of what we do for people every week. If you have the need to plan for or review any of the following: - Retirement - College fund for a child - Long Term Care - Life Insurance - Estate Planning - Or just a personal expense such as House, Boat, Car, Trip, or anything else We offer a free, no obligation consultation to review your goals and give options on how to achieve them. Our office hours vary, and is by appointment only. Give me a call today with any questions and to set up a time to meet. Thanks Aaron McLaughlin Financial Planner and Educator 107 78th Place Merrillville, IN 46410 Cell: 219-973-1352 eMail: amclaughlin01@gmail Web: wfgconnects/financial worldfinancialgroup/
Posted on: Tue, 22 Jul 2014 22:43:34 +0000
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