Retirement Planning

Affordable, Practical Retirement Planning Strategies

Affordable Insurance 4U Offers Financial Options for you and your family



Implementing the Right Retirement Plan Has Never Been Easier.

Using common sense when planning for the future is so important! We offer a range of products to help you build and secure your financial future. Whether your financial future includes paying college tuition, purchasing a new home or retiring with security, we can help you reach your goals!. 

Your Family Bank Retirement Solutions


Do you think that taxes are going to be lower in the future?

Do you think that they are going to stay the same?

Or do you think taxes are going to be higher in the future?

Do you think taxes have to increase if we as a country are going to pay off over $18 trillion in national debt?

So is deferring taxes really a good idea? Yet what you hear from your CPA and water cooler buddies is that you shouldn’t take money out of your IRA because you will have to pay taxes.

Think about this:

You are going to have to pay taxes at some point…the IRA only defers taxes.

At 70½ the government is going to FORCE you take out your Required Minimum Distribution (RMD).

Your Family Bank can show you how to systematically take back control of this ticking tax bomb and create a tax-favored environment not only for you, but also for your family.

Call  Us Today at: 561-305-4846

If you have any questions or concerns in general regarding any of our products and services, don’t hesitate to contact us today.  We are happy to work with you to help make sure that you and your family always have the types of coverage that will be truly beneficial for your needs.

Serving All of Palm Beach and Broward Counties Including Boca Raton | Delray Beach | Boynton Beach | Deerfield Beach | Pompano Beach | Fort Lauderdale | Coral Springs

Affordable Insurance 4U