Services
The complexity of the financial markets today is difficult to understand. The process can be overwhelming to figure out which investments will have the highest returns. Most people often ask themselves did I get everything right? Is this too much of a risk? Will my assets be protected?
When you work with Affluent Wealth Management, we build a relationship with our clients to understand the life you want to build. We are partnered with over 200 companies which allows us to design products specific to your lifestyle.
Our Services
The complexity of financial planning and understanding how money works is overwhelming to
most people. Did I get everything right? Is this too much of a risk? Will my assets be protected?
When you work with Affluent Wealth Management, we look at everything in your financial life, from
all angles. After a comprehensive review, we will recommend the right solutions and
constantly monitor your progress.
Life Insurance
Term Life Insurance
Whole Life insurance
Indexed Universal life insurance
Guaranteed Universal Life insurance
Variable Universal Life insurance
Annuities
Immediate Annuities
Variable Annuities
Deferred Annuities
Fixed Annuities
Fixed Indexed Annuities
Long Term Care
There are a wide array of disability and long-term care products in the marketplace and we know them all. Allow us to assist you with all aspects of disability and long term care planning
Life Settlements
Do you have a policy no longer needed? Want cash for your policy? We have options for you.
Foreign Nationals
Affluent Wealth Management has the ability to provide U.S. insurance and wealth protection to Foreign National Clients. Call today to find out more.
Structured Settlements
Every year, billions in structured settlement annuity payments are issued to claimants involved in physical injury, wrongful death, workers’ compensation, and non-injury claims.
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Premium Financing
Financed life insurance involves borrowing insurance premiums from a third party, such as a bank, in order to pay for an expensive insurance policy, thereby allowing a high net worth individual to retain their own capital
Advanced Estate Planning
Leave a legacy with your family not a tax burden.
