The difference between wisdom and knowledge is application. Solomon, being the wisest man who ever lived, applied that knowledge. Here at Kingdom Purposes, we want to take you through our process, which we call The Solomon Formula.
The comprehensive financial plan we create with you will encompass these important components:
Retirement is your reward for a lifetime of hard work. It’s also the time when you shift gears from building your nest egg (asset accumulation) to generating income (asset distribution). We create a retirement plan that ensures you have income you can’t outlive.
Unfortunately, pensions are a thing of the past and it’s now up to you to contribute to your 401(k) or IRA…and assume all the stock market risk That’s fine when you’re younger. But when approaching retirement, you need to both protect your retirement savings and generate income. Your plan will include principal-protected strategies that offer safety from market volatility, while still offering growth.
Life changes, people marry and divorce, families are blended. You want to ensure you are taking care of all the people you care about. We help you stay current with your beneficiaries so that your wishes are followed.
When it comes to Social Security, the wrong choice could cost you tens of thousands of dollars in benefits! Don’t leave any of your hard-earned money with the government. We help you get the highest potential payout by using sophisticated software that shows exactly when and how you should claim your Social Security benefits to maximize your income.
We help you create a plan for the ultimate disposition of your wealth by determining the best way to construct your estate and your investments to minimize taxation to your heirs, while achieving the lasting impact that will be your legacy!
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 309-263-1333 today!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Kingdom Purposes Inc. are not affiliated companies. Curtis Durm and Gary Psinas are licensed insurance agents only and are not registered to sell securities.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.