Our Services
TAX & RETIREMENT STRATEGIES
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Did you even know that there are mandatory and optional taxes? Don’t worry, most people don’t. Taxes can have a huge negative effect on your retirement savings. Learn about mandatory versus optional taxes here.
E-mail address:
together@back9planning.com
Estate Planning
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Our team offers you the best advice. From a consult with a local Attorney who has drafted Trust and Wills for over 15 years. We show you how to use Life Insurance for protection. We know that every case is unique, and so does our attorney, with our attorney’s specialized knowledge your exact needs will be meet. Simply put, protecting your rights is what our group does best.
Are you thinking about any of these?
Attend a local FREE Seminar or a live online event.
1. You control asset distributions
2. Appoint guardians for minor children
3. Plan for incapacity
4. Avoid or streamline the probate process
5. Protect beneficiary inheritances
6. Maintain privacy
7. Reduce or minimize estate taxes
Find out how we can help you personally…
Email your request to the link below. You will receive a link to an online event and or local FREE seminar in your area.
E-mail address:
together@back9planning.com
LIFE INSURANCE
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Life insurance has changed ALOT in the past few years. Learn the MANY uses here.
E-mail address:
together@back9planning.com
Health plans as unique as you
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Welcome to Back 9 Planning Health. Where trusted care, guidance and quality health insurance benefits come together to meet your unique needs. And healthier happens together®.
E-mail address:
together@back9planning.com
