Protecting all that is yours
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
Then, we tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you preserve your overall financial plan, your way of life and your confidence in reaching your goals even when the unexpected happens.
Top 8 Misconceptions about Annuities
Planning for Quality Care and Independence
Annuity and Insurance Products
Case Study: Maximizing The Potential of an Annuity with an Insurance Policy
Life Insurance Policy Review Checklist
Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory Services are offered through Scissortail Wealth Management an SEC-registered investment adviser. Level Four Financial, LLC and Scissortail Wealth Management are separate entities.
Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.
© 2019 Scissortail Wealth Management