Principal agent John Whelan has over 10 years of insurance experience. He graduated from Indiana Wesleyan University with a degree in business. He also earned the Life Underwriter Training Council Fellow (LUTCF) professional designation through American College.
“You are not just a number here. We give personal service and our time and attention when you need it because we want to be your agents for life. Protecting you is our business.”
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This stage involves how you want your assets passed on to heirs or given to charity.
Tax planning goes hand-in-hand with retirement saving as well considering the tax advantages of 401(k)s and IRAs, but depending on your income level, you may want to make a plan for other investments as well.
We should all save for retirement, but if you’re savvy, you’ll also invest money for other goals too: buying a car, a home or funding your kids’ college expenses. You’ll want to keep these savings goals independent from your retirement goals.
Insurance is an important safety net to catch you in the event of an unforeseen circumstances.
Health insurance, auto insurance, and homeowner’s insurance all serve to protect you from catastrophic out of pocket expenses when you have a loss.
Ensuring positive cash flow means working with a budget, trimming expenses and perhaps increasing your income. Once you’ve settled into a good balance of paying bills and investing, you’ll want to protect what you’ve built.