Do you have a plan? What kind of plan you ask? I like to think of it as a plan to be rich. Now rich can come in many shapes and sizes, just like us, but no matter where you want to be in the future, it is best to have an adaptable financial plan.
Now I know real estate! I don’t want to toot my own horn, but I do know more about real estate, financing, and tax advantages involving real estate than most. And the reason is simple; it is what I do, it is the career I have chosen, and it is what I do day in and day out. But when it comes to savings, investments, and insurances, I defer to the experts in their field. And that is why I want to introduce you to Dennis Ballow.
Dennis knows how to help you achieve your goals by managing your savings, your retirement, your insurances, in a tax advantaged way to get you to your goals in life. Everyone is different, and therefore, so are your finances and future goals. Dennis will sit down with you, go over where you are today, and where you would like to be in the future, and come up with a plan to get you there.
Whether you need mortgage protection, life insurance, college funding, retirement planning, estate planning, and more, he can guide you through the financial hurdles that life throws at us. Keeping in mind that it is a matter of how much you keep rather than how much you make, he can structure a tax advantaged program that will leave you sitting pretty.
For instance, did you know that a whole life insurance policy grows tax free, all dividends are tax free, and should you pass away, all proceeds are provided to the beneficiary tax free? Plus, during the entire policy period, you can borrow against it? Whole life insurance is a fantastic avenue to grow your money So many of us use term life insurance, which has its uses, but most mi
And who better to help you with that than a genuine good person, a trustworthy person that I have known for over 28 years. Dennis will treat you like his own family, looking out for your best interests, not what makes him the most in commissions. I know he will do right by you and therefore, that is why I recommend him.
So give him a call, let him know I referred you, and he will take exceptional care of you and your needs. He can be reached at 610-209-9029 or his email at [email protected]