The Solutions Agency

Real... People Helping People

Solutions For Today & Investment Options For Tommorow.

Increase your understanding of insurance and personal finance to make informed decisions.
 
Take control of your future and protect what matters most. Access living benefits, safeguard your assets, achieve financial security, and preserve your family’s lifestyle and legacy with SOLUTIONS tailored to you.

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Click "Get Free Training" to get a Video on Financial Concepts.

Key Financial Planning Concepts

#1: The 3 Ways Money Grows

#2: The 5 Homes Of Money

#3: The Rule Of 100  & Retirement Planning

#4: The Advantages Of Tax Advantaged Accounts

#5: How To Build Generational Wealth

Our Solutions

We have a suite of products to fit your individual and unique needs.

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Financial Education Workshops

Engaging sessions designed to enhance financial literacy and empower informed decision-making.

Life Insurance Planning

Tailored strategies to protect assets and ensure peace of mind for families and businesses.

Term, Whole Life, Indexed Universal Life

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Retirement Planning

Customized plans to help achieve goals, maintain your desired lifestyle, secure your future.

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Other Services

Expert advice to identify potential risks and develop strategies to mitigate financial threats.

College Savings Strategies, Tax Strategies, Debt Settlement, Estate Planning

LET'S GET STARTED!

Discovery Call

Identify Goals: An inital call to confirm your goals, confirm questionaire responses and answer general questions.

Step 1

Strategy Development

Review goals: A follow up call to discuss and analyze your financial needs and goals.

Step 2

Planning for a secure retirement pays off

Plan Review

Secure your future: Discuss your solutions features and benefits. Then confirm your plan and investment strategy.

Step 3

Let's get together, via a video call.

Book A Consultation!

Thanks for scheduling an appointment with me! Looking forward to assisting you!

FAQ

Insured – person(s), organization or entity) an insurance policy provides coverage for.
Beneficiary – person(s) designated as the death benefit payment.
Premium – amount of money paid to an insurance company for coverage. 
Death Benefit – sum of money paid to the beneficiary of a life insurance policy.

What if I ONLY have Life Insurance through my job?

If you leave your employer it could cause your life insurance policy to lapse because you don’t own the policy. The employer does. You should always have an independent policy that you own and can adjust at anytime.

Can my insurance policy build savings and can I borrow against the savings?

Yes, cash value policy’s have the ability to build a savings account. Yes, there are different options for pulling out money. Some allow you to borrow against the policy through a loan which can avoid taxes.

Is there a cost for this?

We do not charge any financial review fees and do not mark up any insurance or annuity products. Merch and print media do have costs associated. We are directly compensated from the insurance company that best suits your needs.

What Clients Say!

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The Solutions Agency transformed my understanding of insurance and financial planning. Their workshops are insightful, engaging, and have equipped me with the knowledge to make informed decisions. A must for anyone looking to secure their financial future!

- Alex Jordan

The Solutions Agency provided clarity and confidence in my financial journey. Their team's expertise simplified complex concepts, making insurance and planning accessible and stress-free. I highly recommend them to anyone seeking trustworthy guidance.

- Jamie Lee

The Solutions Agency has been a game-changer in my financial education. Their team demystified insurance and financial planning, empowering me to make sound decisions with ease. I trust their expertise completely and recommend them wholeheartedly!

- Taylor Morgan

Questions?

Whether your looking for a career change or to secure your financial future with one of our solutions like; insurance, annuities, retirement planning, debt settlement, wealth building and/or financial education... we are here to help!

We will respond to inquiries within 48 business hours.