When we lose someone, it is a tough time emotionally and even financially for us. This is a time meant to reflect and grieve for our loved ones. Unfortunately, this process can get interrupted with the expenses at the time of death and long after the funeral. Life insurance provides peace of mind for yourself and family by covering your out of pocket expenses, erasing inherited debt, and even leaving behind a legacy. Not only does life insurance payout a death benefit when you pass, but some forms of it provide living benefits.There are 3 different types of life insurance; Term, Whole, and Universal. Based on your financial goals we will determine which of 3 best caters to your needs.
Estate planning literally removes the guesswork about how to dispose of your assets, whether it be after your death or in the event of you becoming incapacitated. This is not a tool exclusive to the wealthy but is to include regular everyday people. People who are concerned about directing their money, house, personal as well as intellectual possessions to their loved ones in an orderly manner. Estate planning will also offer the opportunity to minimize taxes your estate would normally receive after your death. We can help you plan for the future and protect what belongs to you and your family.
The moment we have been waiting for, retirement! In the beginning of our careers we envision this glorious day. Only to find that with the continued cost of living increases, delaying or even outliving one's retirement becomes a harsh truth. At Anew Financial, we firmly believe a successful plan turns your retirement dreams into reality. Let us help you develop an "exit strategy" for your well deserved retirement.