We believe everyone deserves their own custom-made strategy. That’s what we provide.
No two people have the same needs. Sure, some elements may remain the same from plan to plan, because the building blocks might have similar components—however, every plan will be fundamentally different when it’s tailored to an individual’s needs. No two careers are the same. Why should two accumulation strategies be the same? Or two retirement income plans?
Answer: They shouldn't be.
206 S. King Street
Seguin, TX 78155
All products, coverages, and options are not available in all states, and eligibility requirements will apply. Products and services referenced in this website are provided through multiple companies. Each company has financial responsibility only for its own products and services and is not responsible for the products and services provided by the other companies.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
Disability Income products and services are issued by Illinois Mutual Life Insurance Company, Peoria, Illinois.
Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Anderson Financial Solutions, SM&R, and BFC Planning, Inc. are independent entities. 20068 - 2020/5/6
Tax issues that may be discussed are subject to change and this is for your information only. Discussion of such issues does not constitute tax or legal advice. Please consult your tax advisor, attorney or CPA for guidance on all tax matters.
These brief descriptions of coverages available are for illustrative purposes only and are not intended as a statement of contract. For actual terms and conditions of coverage provided, refer to your insurance policy.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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