Cell (505) 363-4579 / Office (505) 221-6424
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Do you have financial goals you're currently working on or wanting to work on new ones? During a consultation, I can look at your current financial goals and concerns for the future and compare them to any financial products or current portfolio you may have. I'll use proven investment strategies designed to meet your risk tolerance and
Do you have financial goals you're currently working on or wanting to work on new ones? During a consultation, I can look at your current financial goals and concerns for the future and compare them to any financial products or current portfolio you may have. I'll use proven investment strategies designed to meet your risk tolerance and stand up against market volatility to help find the best products for you. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
If you're a business owner, we will focus on the future of your company as well as what plans you currently have that benefits you and your valuable employees!
I can help you Build Wealth and reach your Retirement Goals. I am here to help both companies and individuals with diversifying their portfolios and reducing financial risk. My goal? To safeguard your dreams, protect your family and help you build your legacy! For your business, I will strive to insure the continuity of your business agai
I can help you Build Wealth and reach your Retirement Goals. I am here to help both companies and individuals with diversifying their portfolios and reducing financial risk. My goal? To safeguard your dreams, protect your family and help you build your legacy! For your business, I will strive to insure the continuity of your business against unexpected financial bumps along the way using life insurance, annuities and other products.
I served in the Army for 7 years in the Combat Arms and the Intelligence Community. Since 1985, I've been helping businesses and individuals safeguard their assets and plan for the retirement they want to have through Financial Services products. In my spare time, I have volunteered in youth sports for over a decade and enjoy hiking, fishing, and traveling with my wife, kids and grandkids.
Helping others reach their financial goals since 1985.
Needing access to Legal Advice? Are you a handgun owner? A landlord or renter? Do you own small business or drive for Lyft or Uber?
Legal Shield and Credit Shield can provide you with a variety of around- the- clock legal services such as professional legal advice, estate planning, trial defense support and help with family law situations. There are many affordable plans available to keep you, your family and your business legally protected.
Check out my Legal Shield and Credit Shield page.
Looking to create your own unique IRA? Curious about what Universal Life policies can do? We have a Fidelity Index Fund available in a Flexible Indexed Annuity and Indexed Universal Life Insurance that will allow you to create your own financial plan with the most optimal growth. This is a great way to pave your own future. Check out the link below from Fidelity, and see how it can drive your wealth.
https://institutional.fidelity.com/app/indices/IXXMH/fidelity-multifactor-yield-index.html
We offer federal & state tax form preparation for both individuals and businesses. We can help you with current returns from your business, taxes on a rental property, and can even help you get caught up if you haven't been able to file in the last few years.
Contact us for pricing.
As a small business owner, you may have thought about providing benefits to your hardworking employees. Not only does providing health, accidental life plans, and retirement plans help your employees and their families with peace of mind and security, but it can help your business as well.
Whether you have 2 employees or over 50, we have plans available that will allow you to select the options to best fit your company's goals and needs.
Are you under 50 and need 2 Million of life insurance? I have a carrier that can potentially offer a no -exam option. If you're Over 50, we can offer up to 1 million in insurance with potentially no exam.
Are you not sure how much life Insurance you actually need? The basic rule of thumb is to calculate the total amount of financial obligations you want covered including any debt, income replacement, mortgages and future college tuition and subtracting all of your assets from that number.
Still unsure how much Insurance you need? Click the link below to access a life insurance calculator.
Life Insurance Calculator
https://engage.midlandnational.com/life-insurance-calculator?agent=saberfinancialgroup@gmail.com
Interested in more health care coverage and benefits than Medicare alone? Medicare Advantage is a great option. We can provide local in-person support to help you with both local and nationwide carriers.
Do you prefer your Medicare coverage but are looking for a little more? We have a plan able to provide with you both supplemental coverage and money back in your pocket.
Are you a Veteran? We'd like to talk to you about having both Medicare and VA benefits.
Did you know there are life insurance policies available that will not only cover children, but grandchildren as well? There are so many options for life insurance today, it can be quite the task finding what's right for you. Whether you're looking for a whole life, an universal policy or a term life policy to protect what's important to you, we have a variety of carriers with products to suit your needs.
Individual retirement plans are a great way to save for the future. We have products to help you get started investing or to rollover your current IRA.
Have you heard about the Secure Act 2.0? It was recently passed as part of the Omnibus Spending Bill and can effect your current IRA investments. Contact us for free information on what this means for your family and children.
Heart attacks, stroke, Alzheimer's and cancer happen much more frequently than we're often prepared for. Treatments and recovery from critical illnesses such as these can come with very steep price tags. If you're looking for a safety net to protect you and your family from the rising costs of nursing homes and assisted living facilities, we have a plan that will help cover those costs and pays expenses not typically covered by traditional health insurance plans.
As you may know, having preexisting illnesses and serious illnesses can make it very difficult to get life insurance coverage. If you have HIV, Hepatitis C, are on Dialysis, Diabetic with Insulin or have had cancer, We have a company that is ready to work with you.
Are you looking to provide peace of mind for your loved ones? Regardless of your medical status, we have coverage available from an A+ rated company.
Whether you are traveling alone, with family, or with your employees, we have travel coverage plans available to protect you against unforeseen events while you are away from home.
Tax Season is here!! We can help with filing current and past year taxes for both you and your business! Contact Us today!
#TaxSeason2023