Products & Services
As a Chartered Financial Consultant, I offer
an array of financial funding tools to help you prepare for your future and the
future of your family. I will always keep your objectives first and foremost
when tailoring your individual program.
- A sound financial plan may be worth more
than a lifetime of work.
- Working together as a team I can help you
reach your financial goals.
- I can help you
Accumulate wealth to afford what you and
your family want and need in life.
Short Term, Mid-term and Long Term Money
Accumulation
- College Tuition
- Comfortable Retirement
- Opportunity Fund
- Emergency Fund
- Help Preserve your wealth by keeping pace with
(or out-pacing) the asset-eroding effects of taxes and inflation.
- Transfer your wealth to your heirs as you
wish.
- Help Protect the financial well-being of you
and your loved ones.
You expect and deserve high-quality products
and service, and as your Chartered Financial Consultant, I will provide them for
you!
Financial Consulting Services/Personal
Needs.
Resources to help establish family income protection
and money accumulation through various life insurance products.
Retirement funding and personal investments to
provide income streams for retirement.
Accumulation, diversification and distribution of
retirement assets.
- Systematic withdrawal plans to generate income
streams for life.
- 72(t) and 72(q) systematic withdrawal plans to
provide income for early retirement. (Avoids penalties for withdrawals prior
to age 59 1/2, restrictions apply.)
Funding vehicles for Charitable Remainder
Trusts.
401-(k) plans & Pension Rollovers
- At Retirement Time
- Changing Jobs and or Careers
IRAs & IRA Rollovers
- Stretch IRA or Multi/Generational
IRA
- Traditional IRA
- Roth IRA
- Coverdell ESA formally known as Education IRA
Estate Preservation
- Team Approach to Estate Planning
- Team consists of Financial Consultant, Attorney,
Accountant and You!
- Survivorship Life Insurance
Personal Disability Income Protection
- Income Protection Plus (A Unique Cash Value
Disability Plan)
Long Term Care Insurance
Financial Consulting Services/ Business
Needs
New and Existing Employer Sponsored Retirement
Plans
- 401(k)
- SEP (Simplified Employee Pension Plan)
- Simple IRA
- 403-(b) plans and more
Non-qualified deferred compensation and executive:
Carve Out: plans.
- Executive Bonus Plans
- Split Dollar Plans
- Key Employee Insurance
Funding For Buy/Sell Agreements
- Funding for Business Continuation Buy-outs
- Funding for Business Overhead Expenses
- Funding for Family Business Buy-outs
- Funding to Keep the Family Farm in the Family
- Life Insurance & Disability Insurance
2207 E. Main Street Suite 2
Bismarck,
ND 58501
Tel: 1.888.609.2371
Fax: 701 530 1913
E-mail: kwalz@gcentral.com
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