As a high-net-worth individual or a business owner, you know that building and preserving wealth is more than just accumulating assets or avoiding taxes. You also know that creating a legacy that lasts beyond your lifetime requires careful planning, discipline, and innovation.
That's where Mendenhall Financial Group comes in. We offer a range of wealth strategies that can help you build, grow, and protect your wealth, and leave a lasting impact on your family, your community, and your causes. Here are some of the strategies we can help you with:
– Indexed Universal Life (IUL): IUL is a type of life insurance that combines protection and investment features. With IUL, you can accumulate cash value over time, based on the performance of a stock market index, and use the cash value to supplement your retirement income, pay for college, or leave a tax-free legacy to your heirs. IUL can also provide a death benefit to your beneficiaries, which can help them cover their expenses and achieve their goals.
– Infinite Banking: Infinite banking is a concept that uses whole life insurance as a savings vehicle and a financing tool. With infinite banking, you can create your own personal banking system, where you borrow from yourself instead of from a bank, and pay yourself back with interest. This can help you reduce your debt, increase your cash flow, and create a source of liquidity for your business or your investments.
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– 401(k) and 403(b) Plans: 401(k) and 403(b) plans are retirement plans that allow you to save and invest for your retirement, while also reducing your taxable income. With 401(k) and 403(b) plans, you can contribute a portion of your salary to a tax-deferred account, and choose from a variety of investment options that suit your risk tolerance and time horizon. You can also benefit from matching contributions from your employer, which can boost your savings and your retirement income.
– Fixed Index Annuities (FIAs): FIAs are insurance products that offer a combination of protection and growth potential. With FIAs, you can protect your principal and your interest from market losses, while also participating in the upside potential of a stock market index. FIAs can also provide a guaranteed income stream for life, which can help you cover your expenses and achieve your retirement goals.
The key advantage of working with Mendenhall Financial Group for your wealth strategies is that you can get a holistic and integrated approach to your financial planning. We can help you evaluate your options, customize a plan that fits your needs and goals, and coordinate the implementation and monitoring of your strategies. We can also help you navigate the changing landscape of taxes, regulations, and market conditions, and adjust your strategies as needed.
At Mendenhall Financial Group, we are committed to building your legacy with creativity, expertise, and integrity. Contact us today to learn more about how we can help you with your wealth strategies.
