Planning | Investments | Insurance | Education
Guaranteed Lifetime Retirement IncomeTax Strategies & Tax-Free SolutionsRisk-Based Investment OptionsAccumulation & Decumulation MethodsEffective Social Security StrategiesFederal & State Pensions ExpertiseRoll-over Solutions (401k, 403b, 457b, Federal TSP)
Estate Planning ReviewLife InsuranceLong Term Care InsuranceSurvivor Strategies Legacy Planning Concepts
Deferred Compensation OptionsKey Employee SolutionsFinanced Retirement Solutions Buy/Sell Agreement Funding StrategiesLegacy Planning Solutions
If you’re like most Americans, you’re concerned about retirement. Most of your worries will dissipate when creating an effective retirement income plan that has “guaranteed lifetime income” at its’ core. At REAP Legacy, Inc. we provide solutions that won’t keep you up at night.
Your retirement strategy should reflect your vision for retirement and support the things you enjoy or look forward to during retirement.
We don’t believe in template-based or generic financial planning, but instead will create a plan along with YOU to ensure YOUR needs, goals and desires are supported.
You’ve worked hard to build and maintain your wealth. But it takes a thoughtful wealth and estate plan — including goal-oriented investing, trust & tax planning, and prudent spending — to make sure it lasts well into the future.
Protecting your hard-earned assets goes beyond the protection from claims made by outside entities. At REAP Legacy, Inc. when it comes to Asset Protection, we want to make sure you are protected from the normal life occurrences that can destroy a financial & legacy plan if not taken into consideration when planning (i.e., death, emergencies, healthcare, long term care).
More than just a bank account or investments—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.
The protection and proper transference of your financial assets and values are key to successful legacy planning.
Nearly every study indicates a large percentage of people, including high earners, do not have sufficient money to maintain their lifestyle for the course of their retirement. Having a portion of ones’ retirement planning solution financed is one of the very few strategies that allows participants to leverage additional money thus giving them access to increased retirement income benefits when compared to saving on their own.
Key employees make critical contributions to your company’s profitability. Selective executive compensation benefits reward those employees most responsible for your company’s growth and allow key employees to share in business accomplishments.
The death of a key employee could cause serious problems for your business, such as reduced sales, lower earnings and loss of intellectual capital. The cost of hiring and training a replacement could negatively impact your business. You need a strategy to help you replace those costs and operate smoothly after losing a key employee. A business succession strategy is key to the success and survival of your company. Strategies such as buy-sell arrangements can successfully transfer a business interest on your terms.
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