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 a specific strategy to your lifestyle.
Our Promise
Working with Affluent Wealth Mangement means never having to make financial decisions alone. We are independent advisors with options. We are not tied down to a corporate strategy. This allows us to help find and design the right investment strategy for you. Together, we’ll find the right approach to protect you, your business, or your family.
Insurance
Term Life Insurance
Whole Life insurance
Indexed Universal life insurance
Long Term and Short Term Disability
Long Term Care
Retirement Planning
401(k) Plans
IRA/Roth IRA
Annuities
401(k) rollovers
Bonds
IRA and Roth IRA
Save for retirement with access to a broad range of invesments, exceptional services, planning tools and investment guidance
401(k) Plans
We provide a 401(k) to business owners that lessens their ficuciary risk by delegating task to our retirement specialist team. Allowing the business owner to stay focused on their business.
401(k) Rollovers
Know your options when it comes to moving your 401(k) around. Investing is not one size fits all. Schedule a complimentary call to find the right strategy for you.
Life Insurance
We are partnered with over 95 carriers allowing us to find the right policy specific to your needs. Receive living benefits with your policy allowing access to death benefit early and receive a tax-free death benefit. You also get flexible premium options, the opportunity to earn indexed interest and access to cash value.
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Annuities
Annuities are designed to complement other financial products as part of your overall retirement strategy. They offer important features and benefits that can help you accumulate for retirement, supplement your retirement income, and even help diversify your portfolio
Short and long-term disability
Your income is the most important financial asset. Our Short- and Long-term disability insurance offers income replacement benefits to help with the loss of income due to a critical illness, injury or mental health.