Impact Wealthbuilder, Llc
If I can help transition your life’s work to give you peace of mind that your family will always be taken care of, create the retirement you want, and fund the legacy you want for your children, grandchildren, and favorite charities, then I’m tapping into my purpose and passion. Most people have never been offered a comprehensive plan that addresses all these benefits:>Use and Control of non-taxable retirement cash-flow for you and your family >Your spouse and kids remain in their home and maintain their lifestyle if there’s an untimely death >Your kids to go to college without massive debt >Income protection if there’s a medical emergency from critical or chronic illness >Financial protection from legal judgement (most states)>Your business partner to be able to buy you out… if there’s an untimely death >To leave a tax-free legacy for your family and charities you care deeply about How many of these benefits do you have? Would you like to know more? Let's talk.
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Dat Phan
Independent Contractor(Finance Analyst) · Finance & Accounting
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Terry White
Financial Coach, Series 65 Licensed (Investment Advisor Representative), Life & Health License · Other
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- 2independent contractor(finance analyst)
- 1financial coach, series 65 licensed (investment advisor representative), life & health license
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