The Right steps today can lead to a better Tomorrow
Many physicians don’t begin planning for retirement until well into their careers, putting their financial independence in question.
The Physician’s Life Income PlanSM was designed to use cash-value corporate-owned life insurance to help high-income medical professionals achieve their personal insurance protection and accumulation goals in order to retire on a significant percentage of their final income.
The right steps today can lead to a better tomorrow. Contact Financial Strategies Group today to start planning for your financial independence with the Physician’s Life Income PlanSM
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Securities are offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company (NY, NY), offered through AXA Network, LLC. AXA Network does business in California as AXA Network Insurance Agency of California, LLC, and in Utah as AXA Network
Features and Benefits:
- Accumulation-focused plan design
- High early cash surrender values
- No income contribution limits
- No direct surrender charges
- More than 80 investment options
- Investment discretion
- No required minimum distributions
- Tax-free transfers
- Tax-free rebalancing
- Tax-free distributions
- Tax-free death benefit to beneficiaries
- Asset protection in NY and many states
How to dial your retirement tax bracket
Watch a 1 minute video
Extended video with more details
How To Lower Your Tax Bracket In Retirement
June 2020
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Watch an 18 minute Zoom Recording
Creditor Protection and Privacy
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Coming Soon
Reduce state taxes without moving
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Coming Soon
Do You Have Enough Disability and LTC?
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Coming Soon
Silent Trusts and Domestic Asset Protection Trusts
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Extended video Coming Soon
Trusts can now be set up where the trustee does not need to disclose the assets held in a trust to beneficiaries, creditors, and future spouses.
Trust assets can also be sealed from the courts and public record.
This allows the grantor to:
- Protect their privacy
- Allows inheritance to be a blessing, rather then a curse, to future generations
- Avoid prenuptial agreement proceedings, as pre-marital assets are already protected
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645
Coming Soon
Selling your practice and worried about the tax bill?
A Charitable Remainder Trust is more about tax savings than charity.
IT’S A MATH EQUATION!
Watch a 1 minute video
Extended video Coming Soon
Forbes article coming soon
Schedule a one on one call with the head of the program Jason Hiser
You can also reach out directly to Jason Hiser.
Jason@fsgllp.com
Direct – 847-275-0645